A complete list of active advisors currently associated with InclineVest

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

Inclinevest serves individuals, high‑net‑worth individuals, and business clients, offering wealth management that includes discretionary portfolio management and financial planning delivered as project‑based, ongoing, or hourly engagements. The firm also provides estate planning facilitation and document services through third‑party providers while operating as a fee‑only fiduciary. The investment approach combines Modern Portfolio Theory and the Efficient Market Hypothesis with elements of fundamental analysis, favoring long‑term, asset‑allocation driven portfolios that may blend passive index funds and selective active positions. Portfolios are managed on a discretionary basis by the firm’s sole advisor, who uses third‑party research and planning software and explicitly considers tax consequences when rebalancing taxable accounts. Distinctive features include a formal estate‑planning facilitation offering that coordinates document preparation via third‑party platforms (rather than delivering legal advice) and the availability of alternative fee arrangements such as a flat‑fee portfolio option in addition to traditional AUM billing and one‑time planning projects. The firm is small and advisor‑centric, with the sole advisor personally conducting account reviews, and the advisor also discloses a modest outside rental‑property business occupying a small portion of their time.

To learn more about the advisors currently working at InclineVest, 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.