A complete list of active advisors currently associated with JP Law and Wealth Advisors PLLC

Warmer can help you find a great advisor at JP Law and Wealth Advisors PLLC or one who fits your needs even better.

The firm provides tailored asset-allocation advice and written financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. It offers recommendations on a broad range of securities—equities, mutual funds, ETFs, municipal securities, options and CDs—but does not provide discretionary management or execute transactions on clients’ behalf unless separately engaged to do so. JP Law and Wealth Advisors bases its advice on a mix of technical and fundamental analysis and modern portfolio theory, and it primarily relies on model portfolios and third‑party money managers for implementation. The firm uses the custodian’s money‑market sweep for cash management, does not take custody of client assets, and does not accept performance‑based fees. Distinctive features include the firm’s dual role as an advisory practice and a law firm: the principal is a licensed attorney and clients may be referred to the firm’s legal services, which are provided and billed separately. The firm also uses a fixed‑fee planning model rather than charging a percentage of assets under management, is newly registered, and operates as a solo adviser with a small client base and modest assets under management.

To learn more about the advisors currently working at JP Law and Wealth Advisors PLLC, 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.