A complete list of active advisors currently associated with Laurel Wealth Planning

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

Laurel Wealth Planning serves individual and high‑net‑worth clients as well as retirement plans, trusts, estates, charitable organizations and corporations, managing approximately $454 million across about 177 client households through a six‑advisor team. The firm offers comprehensive wealth management and financial planning services, portfolio management on discretionary and non‑discretionary bases, selection and monitoring of third‑party managers, and participation as a portfolio manager in wrap fee programs. The firm describes a tailored, research‑driven approach that combines fundamental and technical analysis, quantitative portfolio models, and an Investment Committee that meets regularly and keeps minutes. Its disclosed investment strategies explicitly include derivatives such as option writing (including covered options and spread strategies), margin transactions and other derivative-based exposure, and it notes it may attempt tactical timing of equities in client accounts. Noteworthy distinctions include the firm’s use of testimonials and advertised third‑party ratings in its marketing materials, practices that are uncommon among peer team firms, and its documented compliance and oversight processes (quarterly employee trade reviews and surprise custody audits when staff access client account credentials). The firm also emphasizes credentialed staff and a long operating history, and manages a mix of individually managed accounts and delegated third‑party manager relationships.

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