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.
The firm provides fee‑only financial planning and investment management to individuals, high‑net‑worth households, and nonprofit organizations, and also offers retirement plan consulting to businesses, including participant education services. It advises on a broad range of securities and may provide access to held‑away assets such as 401(k) accounts, 529 plans, and variable annuities via a third‑party order management system. Its investment approach blends modern portfolio theory with a mix of passive and active strategies, emphasizing asset allocation, mutual fund/ETF analysis, and income‑producing strategies for clients with distribution needs. The firm typically manages accounts on a discretionary basis and delivers both ongoing and project‑based financial planning, while periodically offering educational seminars for groups. What is distinctive for a firm of this size is its retirement plan consulting and group educational offerings, services that are relatively uncommon among independent advisers and that the brochure describes as including advisory duties that can constitute ERISA fiduciary responsibilities. The firm also uses a held‑away access arrangement through a third‑party platform to implement allocation changes in workplace and other external accounts, and its principal operates a separate fractional CFO business that the brochure indicates consumes roughly a quarter of their professional time.
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.
Name |
Location |
Years of experience |
|---|---|---|
Chester, MD
| 3
|
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