A complete list of active advisors currently associated with Lords Wealth
Warmer can help you find a great advisor at Lords Wealth or one who fits your needs even better.
Lords Wealth provides investment education, advising, and limited financial consulting to individual clients, with services focused on portfolios of open-end mutual funds. The firm operates as a fee-only, non-discretionary adviser: clients maintain custody of their own accounts and implement trades themselves rather than granting the firm trading authority. The firm’s approach centers on a structured education process (multi-session courses) followed by recommendations for buy-and-hold mutual fund portfolios selected for longevity (funds in existence 25+ years), diversity (average fund holdings noted), and historical returns (brochure cites typical fund returns in the low‑to‑mid double digits). Lords Wealth uses dollar‑cost‑averaging and emphasizes historical and hypothetical performance analysis, preferring funds that are temporarily underperforming their lifetime returns as potential opportunities. Distinctive features relative to peers include the firm’s publication of historical and hypothetical performance figures and the regular offering of multi-session educational seminars as part of client onboarding, which is not common among independent single-advisor firms. The practice also does not rely on ongoing percentage-of-assets-under-management fees; instead it structures billing around flat/one-time education or advising charges and hourly fees for reviews, and limits advice to open-end mutual funds without providing continuous portfolio management or discretionary trading.
To learn more about the advisors currently working at Lords Wealth, 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 |
|---|---|---|
Nyack, NY
| 5
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")