A complete list of active advisors currently associated with KeyVantage Wealth Advisors

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

KeyVantage Wealth Advisors is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management and written financial planning to individuals (including high‑net‑worth clients) and entities such as trusts and estates. The firm also assists clients in selecting and monitoring unaffiliated external managers and turnkey asset management platforms (TAMPs). Portfolios are customized to each client’s investment objectives and may include mutual funds, ETFs, individual equities, fixed income, REITs, private/alternative funds and, where appropriate, derivatives; KeyVantage employs a mix of fundamental, technical, charting, cyclical and economic analysis and uses both long‑ and short‑term strategies within a strategic asset allocation framework. The firm generally implements investment decisions on a discretionary basis, conducts regular account reviews, and delivers written financial plans to planning clients. The brochure discloses an affiliation with a separate tax/accounting entity (KeyVantage Services, LLC), with tax services billed separately and noted as a potential conflict of interest. The firm also explicitly discloses the use of derivatives (futures, forwards, options, swaps and similar instruments) in client accounts when deemed suitable, a practice that the firm highlights along with the related risks and monitoring procedures.

To learn more about the advisors currently working at KeyVantage Wealth 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.