A complete list of active advisors currently associated with Launch Wealth

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

Launch Wealth provides wealth management—combining discretionary investment management and financial planning—to individual and high‑net‑worth clients, and also offers retirement plan consulting to employer plan sponsors. The firm operates as a fee‑only registered investment adviser and manages client portfolios on a discretionary basis. Its investment process emphasizes asset allocation grounded in modern portfolio theory and uses a mix of passive and active vehicles, with outside managers engaged when appropriate. The firm uses the Altruist custody and trading platform, offers ongoing financial planning at clients’ election, and conducts regular (typically quarterly) account reviews. Distinctive features include a compact, owner‑managed advisory team with CFP credentialing and a relatively recent founding (2020), which may appeal to clients seeking a small‑team relationship. Launch Wealth also discloses that it avoids third‑party sales compensation, generally executes trades on an individual account basis rather than block trading, and is deemed to have constructive custody when deducting fees directly from client accounts.

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

Warmer team member

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.

Find your advisor

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”)