A complete list of active advisors currently associated with Loftin Wealth Partners

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

Loftin Wealth Partners is an SEC-registered investment adviser that provides portfolio management, asset allocation, and financial planning and consulting services to individuals, charitable organizations, and corporations. The team manages both discretionary and non-discretionary accounts for several hundred clients and tailors advice to each client’s objectives, time horizon, and risk tolerance. The firm’s investment process emphasizes individualized asset allocation, risk profiling, and a range of strategies including dollar‑cost averaging, technical analysis, and both long‑ and short‑term positions. The brochure discloses that Loftin may employ hedging strategies and use leverage, options, or margin — and can implement derivatives and borrowing in separately managed accounts — and that it may recommend or sponsor wrap‑fee programs. A number of operational features disclosed in the brochure are uncommon among peer team firms: management personnel are registered representatives of LPL Financial and some are licensed insurance agents, the firm received transition assistance from its custodian (a forgivable loan) and participates in the custodian’s institutional program, and it discloses potential conflicts and how it manages them. The brochure also notes client education activities such as seminars or workshops, the use of limited‑authority arrangements for fee deduction and transfers, and the firm’s practice of disclosing third‑party ratings.

To learn more about the advisors currently working at Loftin Wealth Partners, 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.