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
Samuel Schaeffer	Nyack, NY	5

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