A complete list of active advisors currently associated with Novare Capital Management

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

Novare Capital Management provides wealth management and comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. Services include discretionary and non‑discretionary portfolio management, retirement account advice (including ERISA/IRA fiduciary guidance), and coordination of held‑away accounts through third‑party access platforms. Portfolios are constructed from client‑specific Investment Policy Statements and commonly emphasize individual stocks and bonds alongside ETFs, mutual funds, alternative investments and options, with fundamental analysis guiding security selection. The firm employs several proprietary strategies (including Core Equity, Energy Infrastructure, a US Credit Strategy, and the licensed America’s Finest Companies® approach), reviews securities via an Investment Committee that meets multiple times per week, and uses third‑party artificial intelligence tools for research and risk monitoring as decision‑support while retaining human approval of recommendations. Distinctive features compared with many peers include managing approximately $1.9 billion in client assets with an 18‑advisor team while maintaining a stated $500,000 account minimum, routinely offering Schwab Pledged Asset Line lending, and bearing platform costs to service certain held‑away assets. Novare maintains an institutional relationship with Charles Schwab that provides technology and other economic benefits and participates in the Schwab Advisor Network (including paying referral and non‑Schwab custody fees), arrangements the brochure discloses as potential conflicts of interest.

To learn more about the advisors currently working at Novare Capital 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.