A complete list of active advisors currently associated with Locus Wealth Management
Warmer can help you find a great advisor at Locus Wealth Management or one who fits your needs even better.
Locus Wealth Management is a fee‑only independent advisory firm led by a single CFP®‑credentialed advisor that provides ongoing wealth management and integrated financial planning to individual and high‑net‑worth clients. The firm offers continuous portfolio supervision, written financial plans, and one‑time project‑based planning engagements. The advisor implements portfolios using a risk‑aware, asset‑allocation framework informed by modern portfolio theory, combining passive and active funds, ETFs, and individual securities, and can incorporate socially responsible (ESG) options at a client’s request. Accounts are generally managed on a discretionary basis and custody and execution are facilitated through institutional platforms (Altruist and Charles Schwab); the firm executes trades on individual accounts rather than using aggregated block trading. Distinctively, Locus operates with a very small client base and a concentrated asset pool, reflecting a practice model focused on highly individualized relationships that is uncommon among solo independent advisers. The firm is newly established and emphasizes integrated planning delivered alongside investment management, with project‑based engagements and coordination with third‑party attorneys, tax professionals, and insurance advisors when requested.
To learn more about the advisors currently working at Locus 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 |
|---|---|---|
West Chester, PA
| 6
|
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