A complete list of active advisors currently associated with NIM Wealth Solutions

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

NIM Wealth Solutions is a registered investment adviser that serves individuals, families, trusts, foundations and institutions, offering discretionary portfolio management alongside financial consulting and planning. Like most team firms, it generally charges percentage-of-assets-under-management fees and allocates client assets among equities, ETFs, mutual funds, private investments and alternative strategies. The firm implements investment plans on a discretionary basis, using asset-allocation frameworks, model managers and a platform provider to execute trades and rebalance accounts; it also uses the Pontera platform to manage held-away participant retirement accounts. Financial consulting and tax consulting are integrated into the advisory relationship—tax consulting and planning are provided through an affiliated entity, NIM Tax Solutions, Inc.—and stand-alone planning services are available under separate agreements. What sets NIM apart from many peers is that it operates as a wrap-fee program sponsor for its advisory clients, so advisory, execution, custody and reporting are bundled into a single program, and the platform/provider and model managers receive a portion of fees. The firm also has affiliated insurance and tax-related businesses and maintains third-party relationships (including with Advisors Excel and other platform providers) that support product distribution, tax services and administrative functions.

To learn more about the advisors currently working at NIM Wealth Solutions, 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.