A complete list of active advisors currently associated with Islands East Advisors

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

Islands East Advisors serves individual households (including high‑net‑worth clients listed in its brochure), nonprofit organizations, and employer plan sponsors with financial planning, portfolio management, and retirement plan consulting and management. The firm operates on a fee‑only, percentage‑of‑assets basis and offers both ongoing and project‑based planning engagements alongside discretionary investment management. The adviser develops client‑specific investment policies and uses modern portfolio theory together with fundamental and cyclical analysis to set asset allocation targets, employing passive index funds and income‑producing securities as appropriate. It accepts discretionary trading authority for client accounts, provides retirement plan management that the brochure describes as acting in an ERISA 3(38) investment manager capacity, and can advise on “held‑away” accounts using Pontera Solutions to effect allocation changes in 401(k)s, 529s, variable annuities, and similar accounts. Noteworthy differences from many peers include the firm’s explicit offering of educational seminars and speaking engagements delivered on an “as announced” basis, and a stated focus on retirement plan services and nonprofit clients—areas the brochure highlights as part of its ongoing services. The firm also relies on specific custodial platforms (Charles Schwab and Altruist) and third‑party tools for held‑away account access, a combination of operational choices that is less common among independent advisers.

To learn more about the advisors currently working at Islands East Advisors, 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.