A complete list of active advisors currently associated with Infinity Wealth Counsel, LLC

Warmer can help you find a great advisor at Infinity Wealth Counsel, LLC or one who fits your needs even better.

Infinity Wealth Counsel serves individuals—including high‑net‑worth clients—along with pension and profit‑sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning (stand‑alone or coupled with ongoing services), discretionary investment management, and retirement plan advisory services. At the outset of each relationship IWC develops a Financial Profile and an Investment Plan tailored to the client's goals and risk tolerance, and typically implements that plan on a discretionary basis across mutual funds, ETFs, individual equities and fixed income. The firm uses a diversified asset allocation approach with a tilt toward value‑oriented securities and, for some legacy accounts, supplements its strategies with third‑party managers or model portfolios for specific roles. Noteworthy details in the brochure include disclosure that the firm advertises third‑party ratings in its materials and that its Third‑Party Advisor program is closed to new clients—an uncommon combination for firms of this size. The brochure also emphasizes retirement‑plan fiduciary services (including non‑discretionary ERISA 3(21) advice and discretionary 3(38) management options) and operational practices such as participation in Schwab’s advisor platform and the use of standing letters of authorization for third‑party transfers.

To learn more about the advisors currently working at Infinity Wealth Counsel, LLC, 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.