A complete list of active advisors currently associated with Neuenschwander Asset Management, LLC

Warmer can help you find a great advisor at Neuenschwander Asset Management, LLC or one who fits your needs even better.

Neuenschwander Asset Management provides wealth management to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses and participant-directed retirement plans, offering investment management, personal financial planning and retirement plan advisory services. The firm typically manages client assets on a discretionary basis and works with third‑party administrators and plan sponsors to implement retirement plan solutions. The firm’s investment approach emphasizes long‑term, buy‑and‑hold strategies grounded in Modern Portfolio Theory and diversified asset allocation, implemented primarily through passively managed, no‑load index mutual funds and ETFs and documented in written Investment Policy Statements. NAM uses portfolio modeling and Monte Carlo simulation tools in financial planning, may retain existing individual securities for tax or personal reasons, and conducts continuous monitoring with periodic rebalancing and annual reviews. NAM’s profile includes several operational and affiliation features that differ from many peers: its advisory team includes multiple professionals with CPA and CFP credentials, it partners with a delegated retirement‑plan manager and uses Dimensional Fund Advisors’ tools and referral network, and it generally directs clients to institutional custody platforms as part of its service arrangements. The firm also does not vote client proxies and maintains a policy that households retain any lower fee tier once achieved, practices that are less common among similar advisors.

To learn more about the advisors currently working at Neuenschwander Asset Management, LLC, 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.