A complete list of active advisors currently associated with Newage Advisors LLC

Warmer can help you find a great advisor at Newage Advisors LLC or one who fits your needs even better.

NewAge Advisors LLC is a small, independent registered investment adviser serving individual investors (including high‑net‑worth and federal employees) and business entities, managing roughly $15 million across about 16 client relationships. The firm offers portfolio management and written financial planning, plus retirement plan advice and participant account management facilitated through a third‑party platform. The adviser creates individualized asset allocation models and primarily implements strategies with mutual funds and ETFs using its Lifestyle Select™ platform, which combines a buy‑and‑hold core with tactical rebalancing in certain market regimes. The firm provides both discretionary and non‑discretionary management, conducts quarterly reviews of participant accounts on the platform, and also recommends and monitors alternative investments such as REITs, limited partnerships and structured products when appropriate. A noteworthy operational detail is that the firm’s sole investment professional also operates as an independent life and health insurance agent and may receive commissions for insurance sales; this potential conflict is disclosed in the brochure and the firm describes steps to mitigate it, including fiduciary obligations and client disclosure. The firm has also ceased offering third‑party investment manager selections to new clients while continuing legacy arrangements, an uncommon service posture for a solo independent adviser.

To learn more about the advisors currently working at Newage Advisors 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.