A complete list of active advisors currently associated with ING Wealth

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

ING Wealth LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, offering ongoing portfolio management alongside standalone financial planning. The firm charges asset-based advisory fees and prepares Investment Policy Statements to align portfolios with clients’ goals, risk tolerances, and time horizons. The firm employs a range of analytical methods — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — and uses both long- and short-term trading techniques. Strategies disclosed in the brochure include use of margin and options trading as well as model allocations, and the firm typically seeks discretionary trading authority to implement portfolios. Noteworthy features in the brochure include that the firm is newly formed and reports no assets under management or client accounts at the time of filing, and it requires clients to custody assets at Schwab Institutional while not engaging third‑party managers. ING Wealth also discloses the ability to recommend a broad set of investment types — from ETFs (including precious metals) and REITs to private placements, venture capital and commodities — and notes the potential receipt of research or other soft‑dollar benefits associated with its chosen custodian.

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