A complete list of active advisors currently associated with InvestorBloc

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

InvestorBloc provides investment management, financial planning, estate-planning coordination, fractional CFO and business consulting, private investment advisory, and retirement plan services. Its client base includes individuals (including high-net-worth clients), business owners and corporations, charitable organizations, employer-sponsored retirement plans, accredited investors, family offices, and small institutions. The firm emphasizes a disciplined, evidence-based approach that prioritizes strategic asset allocation, diversification, and long-term, risk‑adjusted performance rather than frequent trading or market timing. InvestorBloc uses written Investment Policy Statements and a suite of model portfolios (including automated robo and hybrid digital+human options), exercises discretionary authority for routine trading, and conducts ongoing due diligence and oversight when recommending independent managers. Compared with many peers, InvestorBloc combines institutional retirement-plan fiduciary services (including ERISA 3(38) and 3(21) work and pension consulting) with paid educational offerings—subscription newsletters, workshops and webinars—and bespoke private-investment due diligence and fractional CFO engagements. It also commonly engages other advisers through independent-manager selection and oversight and bills certain projects or advisory work on hourly or project-based terms, a mix of service lines and fee formats that is less typical for investment-manager firms.

To learn more about the advisors currently working at InvestorBloc, 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.