A complete list of active advisors currently associated with Nora Wealth

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

Nora Wealth Advisors, LLC is a fee-only, independent advisory firm run by a single advisor that reported approximately $83.7 million in discretionary assets for about 38 clients. The firm serves individuals (including high‑net‑worth clients), trusts and businesses, and provides discretionary asset management, comprehensive and ongoing financial planning, 401(k)/403(b) participant consulting, and ERISA plan services. Investment programs are tailored to each client’s objectives and documented in an Investment Policy Statement or risk‑tolerance statement; the firm accepts discretionary trading authority and may engage sub‑advisors to implement model strategies. Its stated methods include fundamental, technical and cyclical analysis, periodic account reviews, and a fiduciary, fee‑only business model that does not sell commissioned products. Compared with many solo independent advisers, Nora Wealth explicitly offers pension and profit‑sharing plan services (including the ability to act as a 3(38) investment manager), provides pension consulting and serves charitable organization clients, and conducts no‑fee public seminars and workshops. The firm’s brochure also discloses the use of advertising testimonials and a formal succession agreement with another advisory firm as part of its business continuity planning.

To learn more about the advisors currently working at Nora 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.