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

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

Jolley Wealth Management, LLC provides portfolio management, financial planning, consulting, and qualified plan design, with consulting services generally tailored to institutional or business clients and qualified plans as well as trusts, nonprofits, and individual clients. The firm manages client accounts on a discretionary basis and reported approximately $1.6 million in assets under management as of December 31, 2025. The investment process begins with a client-specific investment policy statement and emphasizes top‑down fundamental and quantitative analysis to build asset-allocation portfolios that can follow goals‑based, liability‑driven, or asset‑only approaches. The firm uses models to forecast returns and manage risk while acknowledging model limitations such as overfitting, data‑mining, and behavioral biases. Jolley Wealth Management is affiliated through common ownership with an accounting and tax services provider, and the principal also holds insurance licensing; the brochure notes these affiliations can create conflicts of interest if clients purchase affiliated insurance products. The firm highlights services that are less common among peers — including qualified plan design and pension consulting for institutional clients — and offers financial planning and consulting on a fixed‑fee or hourly basis in addition to charging asset‑based advisory fees.

To learn more about the advisors currently working at Jolley 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.