A complete list of active advisors currently associated with Lever Wealth Management
Warmer can help you find a great advisor at Lever Wealth Management or one who fits your needs even better.
The firm provides wealth management and financial planning services to individual and high-net-worth clients, offering ongoing and project-based planning alongside discretionary portfolio management. It advises on common taxable and retirement investments including stocks, bonds, mutual funds, and ETFs and incorporates client goals, risk tolerance, and tax considerations into account supervision. Investment strategies are built around diversified asset allocation and incorporate both fundamental analysis and modern portfolio theory, with the firm willing to use passive and active funds as well as socially responsible screens when requested. The adviser may also engage third‑party outside managers and conducts periodic reviews of allocations and manager selections as part of its ongoing services. Notably, the firm operates as a solo practitioner and is owner-operated, a structure that is less common among peers in this category. It is a fee‑only adviser that does not charge percentage‑of‑assets‑under‑management fees — an uncommon fee model — and the principal is a CFP® professional who serves as the firm’s chief compliance officer.
To learn more about the advisors currently working at Lever 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.
Name |
Location |
Years of experience |
|---|---|---|
Evansville, IN
| 11
|
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”)