A complete list of active advisors currently associated with Non-Traditional Wealth Management, LLC

Warmer can help you find a great advisor at Non-Traditional Wealth Management, LLC or one who fits your needs even better.

Non-Traditional Wealth Management is an independent, single-advisor registered investment adviser that offers financial planning, general consulting, and portfolio monitoring services to individuals and other client types. The firm emphasizes preparing written financial plans and implementing recommendations through outside professionals rather than providing direct discretionary portfolio management. The firm follows a multi‑phase financial planning process aligned with recognized practice standards, focusing on clients’ values, goals, and disciplined implementation. For investment management it refers clients to a select group of independent third‑party Portfolio Managers and maintains an ongoing due‑diligence and monitoring role rather than managing portfolios directly. Notably, the firm is also a licensed insurance agency and its supervised persons are licensed to sell securities and insurance products, so some recommendations may involve commissionable insurance or brokerage products and related insurer incentives; the brochure discloses these potential conflicts and describes how they are handled. The firm reports assets under advisement managed by third‑party Portfolio Managers and provides disclosures about referral relationships, affiliated brokerage and insurance activities, and the oversight it performs of those managers.

To learn more about the advisors currently working at Non-Traditional Wealth Management, 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.