A complete list of active advisors currently associated with New Era Advisory

Warmer can help you find a great advisor at New Era Advisory or one who fits your needs even better.

The firm provides investment management and financial planning services to individuals, high‑net‑worth individuals, and corporate clients, offering both project‑based and ongoing comprehensive planning as well as retirement‑account advice. It assists clients with account setup and may recommend or implement third‑party model portfolios and outside managers. Portfolios are constructed using strategic asset allocation informed by modern portfolio theory, combining passive and active investments with tactical adjustments when appropriate, and the firm may subscribe clients to model marketplaces for implementation. The firm predominantly operates on a non‑discretionary basis—reporting $0 in discretionary and about $12.2 million in non‑discretionary assets under management as of December 31, 2023—so trade execution typically involves client consent. Noteworthy features include a program of educational seminars and speaking engagements (ranging from pro‑bono to modest fees) and coordination of tax return preparation through a third‑party provider. The firm’s principal holds a Certified Divorce Financial Analyst (CDFA®) designation and the advisory offering emphasizes specialized planning services such as business planning and employee benefits optimization in addition to investment management.

To learn more about the advisors currently working at New Era Advisory, 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.