A complete list of active advisors currently associated with Innovator Wealth Advisor, LLC

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

Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope financial consulting to individuals, small business owners, pension and estate clients. As disclosed in the brochure, the firm manages about $500,000 in discretionary client assets for six clients and offers both one-time project plans and ongoing advisory relationships. The firm’s investment approach relies on modern portfolio theory and a long-term, passive “buy-and-hold” orientation, using ETFs, no-load mutual funds, index funds and periodic rebalancing while seeking international exposure for diversification. For discretionary accounts Innovator may engage third‑party managers via platforms such as Envestnet and Altruist, monitors accounts at least quarterly, and conducts regular reviews with clients. A distinctive feature is an affiliation with an accounting practice (HSK CPA PLLC) through the firm’s owner, who holds CFP® and CPA credentials and may offer tax and accounting services to advisory clients; the brochure discloses this creates a potential conflict of interest and explains the firm’s mitigation (recommendations of the affiliate only when deemed in the client’s best interest and not mandatory). The firm’s small client base and modest AUM combined with its mix of discretionary portfolio management and one-time or limited consulting engagements make its business model atypical among independent advisors.

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