A complete list of active advisors currently associated with Julius Wealth Advisors, LLC

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

Julius Wealth Advisors, LLC provides financial planning, investment management, behavioral coaching, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management as well as stand-alone or integrated wealth management engagements. The firm’s investment approach is goals-based and tax-aware, favoring lower-cost, long-term holdings and factor tilts toward profitable, small, and value-oriented businesses while emphasizing control of taxes and costs. Behavioral coaching is integrated into wealth management to help clients avoid costly emotional decisions, and the firm may use the Schwab Intelligent Portfolios platform for automated strategies where appropriate. Noteworthy for an independent adviser of its size, JWA discloses retirement plan consulting services and acting as an ERISA fiduciary for plan sponsors, and explicitly serves charitable organizations and pension/profit-sharing plans—client types that are less common among peers. The brochure also notes the firm typically agrees to manage client portfolios with at least $500,000 designated for management and describes receipt of institutional support and services from Schwab related to custody and trading.

To learn more about the advisors currently working at Julius Wealth Advisors, 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.