A complete list of active advisors currently associated with Indivisible Partners

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

Indivisible Partners is an SEC‑registered investment adviser that provides portfolio management, financial planning and consulting, selection of third‑party managers, and ERISA plan services to individuals, high‑net‑worth clients, charities, and businesses. Services are offered through a network of Financial Advisors and Teams and include both discretionary and non‑discretionary programs as well as access to model portfolios and third‑party managers. The firm uses a broad set of analytical approaches (fundamental, technical, quantitative, and modern portfolio theory) and makes model portfolios and outsourced trading and billing available via third‑party platforms such as AIM/Advyzon. Indivisible also offers margin borrowing in advisory accounts and access to credit solutions through a third‑party provider (FiSpoke), and it discloses that advisory fees for margin accounts are billed on the gross market value of the account. What is noteworthy in the brochure are several third‑party relationships and their disclosed effects: the firm recently revised its margin fee billing methodology to include securities purchased on margin, advertises third‑party ratings in its materials, and documents arrangements with FiSpoke (credit solutions), DPL (insurance platform and related advisory compensation), and Franklin (access to advisory services at no cost). Those relationships and the firm’s participation in custodian and referral programs (including Fidelity platform services and the Schwab Advisor Network) are identified as potential sources of conflicts of interest and are specifically described in the firm’s disclosure.

To learn more about the advisors currently working at Indivisible Partners, 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.