A complete list of active advisors currently associated with InvestLinc Wealth Services

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

InvestLinc Wealth Services provides wealth management and investment advisory services to high‑net‑worth individuals, families and related entities, including trusts and foundations. Services include customized investment management, development of an Investment Policy Statement, manager research and implementation, consolidated reporting and financial planning covering retirement, estate, tax and philanthropic matters. The firm builds tailored multi‑asset portfolios using fundamental, technical and quantitative analysis and offers access to both traditional and alternative investments, including privately placed vehicles. It manages both discretionary and non‑discretionary accounts (approximately $91.9M discretionary and $23.7M non‑discretionary as of the most recent reporting) and conducts portfolio reviews at least quarterly while accommodating client‑imposed restrictions on a case‑by‑case basis. InvestLinc is affiliated through common ownership with an insurance agency (InvestLinc Classic, Inc.) and a property management company (MFO Resource, Inc.); several advisory personnel are licensed insurance producers who may recommend commission‑based insurance products through the related agency, a conflict the brochure discloses while noting clients are not required to use affiliated services. The firm also recently restructured from a corporation to an LLC and reported that it reached the threshold for SEC registration in its latest ADV update.

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