A complete list of active advisors currently associated with Next20 Wealth

Warmer can help you find a great advisor at Next20 Wealth or one who fits your needs even better.

Next20 Wealth serves retail clients, including individuals, high‑net‑worth individuals, and small businesses, by providing discretionary portfolio management alongside integrated financial planning. The firm structures client relationships around a written Investment Policy Statement and manages accounts through a dual-program approach described as a core‑passive and satellite‑active framework. The advisor uses Modern Portfolio Theory and fundamental analysis as primary tools, emphasizing long‑term, buy‑and‑hold core allocations complemented by active satellite strategies. Portfolio construction is supported by model allocation processes, risk‑alignment scoring, statistical testing and stress scenarios, with the active sleeve intended to implement targeted tax‑loss harvesting and downside‑protection techniques. Distinctive for a solo, recently formed advisory firm, Next20 Wealth’s ADV indicates it was established in mid‑2026 and had no existing clients at the time of filing, reflecting an early‑stage practice. The firm also integrates financial planning into its portfolio management service and describes use of institutional‑grade analytics and a recommended custodial relationship with Charles Schwab, while maintaining authority to debit advisory fees through the custodian.

To learn more about the advisors currently working at Next20 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
Danay Radovic	Woodruff, SC	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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