A complete list of active advisors currently associated with JHP Wealth Management, LLC

Warmer can help you find a great advisor at JHP Wealth Management, LLC or one who fits your needs even better.

JHP Wealth Management provides discretionary investment management and integrated financial planning to individual and high‑net‑worth clients. The firm manages approximately $223.8 million of discretionary assets across about 124 client relationships and offers ongoing portfolio supervision and planning services without a stated account minimum. Its investment process emphasizes a “core and explore” asset‑allocation framework implemented primarily with exchange‑traded funds and institutional‑share‑class mutual funds, using systematic screening and academic research to inform selections. Portfolios are managed to agreed asset allocation targets on a discretionary basis, and the firm uses MoneyGuide Pro to support financial planning work that is included in its advisory service; formal written plans are provided to clients who engage that option. Notably, the firm operates as a compact advisory practice while overseeing a relatively large asset base per client and may exclude concentrated stock positions from fee calculations in certain cases. It relies on third‑party platforms (Orion for reporting and administration; Charles Schwab for custody and execution), accepts standing letters of authorization and direct fee deductions from client accounts, and does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at JHP Wealth Management, LLC, 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.