A complete list of active advisors currently associated with Living Room Wealth Management

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

Living Room Wealth Management is a fee‑only, independent advisory firm that provides comprehensive annual financial planning, discretionary portfolio management, and hourly advisory services for individuals, families and certain trusts. The solo adviser manages roughly $66.4 million in discretionary assets across about 42 client relationships and coordinates implementation and ongoing monitoring with clients and other professionals as needed. The firm’s investment approach is primarily buy‑and‑hold, building diversified portfolios through a mix of low‑cost passive index funds and select actively managed mutual funds and ETFs aligned with each client’s investment policy statement. Portfolios are managed on a discretionary basis after determining client objectives and risk tolerance, with regular monitoring, periodic rebalancing, tax‑location considerations, and routine reporting. Distinctive aspects include a relatively small, limited client roster with higher assets per client for a one‑advisor practice and a strict fee‑only model that eschews commissions and third‑party referral fees. LRW limits its recommendations to mutual funds and ETFs, does not vote proxies for managed accounts, and notes a recent change in services — the firm has discontinued its financial coaching engagements as disclosed in its Form ADV.

To learn more about the advisors currently working at Living Room 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.