A complete list of active advisors currently associated with Inovo Wealth Architects

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

Inovo Wealth Architects is an SEC-registered advisory firm that provides portfolio management and comprehensive financial planning to individuals, corporations, retirement plan sponsors, trusts, estates and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, standalone financial planning engagements, and retirement plan advisory services for plan sponsors. Investment portfolios are constructed around diversification across traditional and alternative asset classes and are tailored to six risk-profile strategies; the firm monitors economic and market conditions and adjusts allocations and managers as appropriate. Inovo routinely uses third‑party managers and model portfolios, including selecting SMA portfolio managers and participating in a manager/model platform, and it may place client assets with sub‑advisers where suitable. Noteworthy aspects that distinguish Inovo from many peers include its offering of fixed‑fee standalone financial planning arrangements and the fact that its principals are also licensed to sell insurance and operate as registered representatives, which the brochure discloses as a source of potential conflicts separate from its fee‑only advisory work. The firm’s explicit use of sub‑advisers and managed account platforms, together with its stated willingness to include alternative investments such as private equity, hedge funds and private REITs in client strategies, is less common among firms in this registration category.

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