A complete list of active advisors currently associated with Lock Wealth Management

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

Lock Wealth Management is a fee-only, single-advisor registered investment adviser that provides investment management, financial planning, and retirement plan consulting to a small client base. Its disclosed clients include high-net-worth individuals, pension and profit‑sharing plans, charitable organizations, and corporations rather than a broad retail individual cohort. The firm develops individualized investment policies and applies modern portfolio principles, advising in equities, fixed income, mutual funds, ETFs, and cash, and may deploy third‑party Outside Managers or Betterment’s advisory platform for implementation. It offers ongoing, project-based, and hourly financial planning and provides employer-facing services such as participant education, vendor searches, and a workplace financial wellness benefit. Distinctive aspects of the practice include a concentrated roster (six clients and roughly $296,000 in assets under management) and an explicit emphasis on retirement‑plan consulting and workplace financial education, including pro bono educational seminars and structured employer programs. The brochure also notes the firm acts as a fiduciary to plan sponsors, allows client‑imposed investment restrictions, and does not impose a minimum account size.

To learn more about the advisors currently working at Lock 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.