A complete list of active advisors currently associated with Illumifi Wealth
Warmer can help you find a great advisor at Illumifi Wealth or one who fits your needs even better.
illumiFI Wealth serves individual and high-net-worth clients and offers discretionary investment management alongside both ongoing and project-based financial planning. The firm provides a range of planning services — including tax planning, business and retirement planning, student loan planning, estate planning, and financial coaching — and coordinates with third‑party professionals when requested. The firm’s investment approach centers on asset allocation informed by Modern Portfolio Theory and a mix of passive and active vehicles, with attention to tax efficiency and fund holdings when constructing portfolios. illumiFI may use third‑party model portfolios delivered through custodial or technology platforms but retains discretion to implement, monitor, and modify client portfolios and conducts account reviews on a regular basis. Compared with many peers, the firm’s lead advisor holds CFP®, Certified Student Loan Professional, and Behavioral Financial Advisor credentials, signaling a particular emphasis on behavioral coaching and student‑loan repayment strategies within holistic planning. The advisor is also a licensed insurance agent who does not sell insurance to clients but will review existing coverage, and the firm generally requires clients to custody assets on an institutional Charles Schwab platform — practices that prospective clients may find uncommon among similar independent advisers.
To learn more about the advisors currently working at Illumifi Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Blaine, MN
| 5
|
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