A complete list of active advisors currently associated with Newmyer Wealth Management

Warmer can help you find a great advisor at Newmyer Wealth Management or one who fits your needs even better.

Newmyer Wealth Management serves individuals and high‑net‑worth clients and also indicates it may provide services to trusts, endowments, foundations and corporations. The firm offers discretionary and non‑discretionary investment supervisory services alongside financial planning and non‑securities advisory work such as cash management, debt management and risk‑management recommendations. The firm’s investment process combines charting, fundamental analysis, technical indicators and cyclical trend analysis to construct portfolios, using an active management approach that can include short‑term trading as well as multiyear holdings. It may employ margin and option strategies in appropriate circumstances and conducts continuous account monitoring with formal quarterly reporting and at least annual review meetings. Notable among solo independent advisers, the firm engages in other financial product activities—specifically mortgage banking through Victorian Finance, LLC—which the brochure states occupies less than 15% of the principal’s time. The practice also identifies corporate and institutional clients as potential clients in addition to individuals, and manages roughly $51.25 million in discretionary assets as a single‑adviser firm, a service mix that differs from many peers.

To learn more about the advisors currently working at Newmyer Wealth Management, 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.