A complete list of active advisors currently associated with KWM Financial LLC
Warmer can help you find a great advisor at KWM Financial LLC or one who fits your needs even better.
KWM Financial LLC provides discretionary and non‑discretionary investment management, one‑time financial planning, hourly advisory services, and employee benefit plan services to individuals, families, high‑net‑worth clients and employer plan sponsors. The firm works through separately managed accounts and assists plan sponsors with establishing, monitoring, investment menu selection, and participant education for participant‑directed retirement plans. The firm implements a proprietary core‑satellite approach built on fundamental, primary research and valuation analysis, with portfolios reviewed at least quarterly. Portfolios are often relatively concentrated and long‑biased; the adviser may use derivatives and limited leverage for hedging or opportunistic positions and allocates between broad core holdings and more focused satellite positions. Notably, KWM provides pension consulting and ongoing services to employer retirement plans—an offering that is uncommon for independent advisers of this type and size. The firm’s principal maintains an outside occupation as an airline pilot that occupies approximately 15% of trading‑hours time, and KWM does not accept proxy‑voting authority for client securities, leaving that responsibility with clients.
To learn more about the advisors currently working at KWM Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Porstmouth, NH
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)