A complete list of active advisors currently associated with L Squared Wealth Management

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

The firm provides financial planning and portfolio management primarily to individuals and small businesses, offering modular and broad-based planning, ongoing investment supervision, and coordination with institutional third‑party managers when appropriate. It delivers fixed-fee planning packages and ad hoc hourly or project-based planning in addition to discretionary portfolio management and implementation services. Investment approach blends strategic and tactical asset allocation with a mix of fundamental, technical, charting and cyclical analysis, with periodic rebalancing and use of both internal management and vetted external managers to implement client guidelines. The firm emphasizes individualized plan development—using retirement planning tools and tailored investor profiles—and allows client-imposed account restrictions while retaining discretion for day‑to‑day portfolio management where authorized. Distinctive features for a one‑advisor independent firm include periodically offered complimentary educational workshops on topics such as retirement, estate planning, and college funding, and a practice model that bundles planning services with investment relationships. The sole advisor holds the CFP designation and maintains a secondary business as a licensed insurance producer (disclosed to clients), and the firm relies on preferred custodial relationships and due diligence on recommended third‑party managers as part of its implementation process.

To learn more about the advisors currently working at L Squared Wealth Management, 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.