A complete list of active advisors currently associated with Infinity Wealth Management, Inc.

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

Infinity Wealth Management provides investment advisory services to individual clients through personalized portfolio management, constructing portfolios primarily with mutual funds and variable annuities. As of March 25, 2026, the firm reports about $62.5 million in discretionary assets across roughly 695 client relationships served by three advisors. The firm’s investment approach centers on asset allocation tailored to each client’s goals, risk tolerance and time horizon, using market research and third‑party analysis and conducting at least quarterly rebalancing and reviews. Clients may impose written investment restrictions, accounts are generally managed on a discretionary basis, and custody/execution is arranged through recommended custodians with regular client reporting. Distinctive features disclosed in the brochure include the firm’s affiliation with an insurance agency and the fact that advisors may be licensed insurance agents who can receive commissions for insurance sales, a potential conflict of interest the firm discusses. The firm also operates with an unusually high client-to-advisor ratio (roughly 230 clients per advisor) and discloses the owner’s prior cross‑border licensing activity and dual U.S./Canadian citizenship as well as a past FINRA disciplinary action related to that activity.

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