A complete list of active advisors currently associated with IMZ Advisory Inc.

Warmer can help you find a great advisor at IMZ Advisory Inc. or one who fits your needs even better.

IMZ Advisory serves individual investors (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s primary services are fee‑based, discretionary portfolio management and retirement plan consulting, including ERISA Section 3(38) fiduciary services and participant‑level fiduciary advice for qualified plans. The firm follows a tactical asset allocation framework implemented through customized portfolios, combining fundamental analysis with a generally long‑term buy‑and‑hold orientation that can become more active in unusual market conditions. Investment vehicles may include listed equities, corporate and municipal debt, mutual funds, and interests in real‑estate partnerships, and the adviser may use cash positions tactically as a hedge or to adjust sector and dividend exposure. Notable distinctions include the firm’s explicit ERISA 3(38) plan fiduciary role and a broader pension consulting program with participant education and plan monitoring, plus an alternative fixed‑fee option for ongoing advice alongside traditional AUM billing. The firm’s personnel also have affiliated industry roles — including broker‑dealer and insurance activities and access to an unaffiliated private fund that eligible clients may invest in — arrangements the firm discloses and manages as potential conflicts of interest.

To learn more about the advisors currently working at IMZ Advisory Inc., 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.