A complete list of active advisors currently associated with Nuvern Wealth Advisors LLC

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

Nuvern Wealth Advisors LLC provides investment advisory, comprehensive financial planning, and retirement-plan consulting for investable assets of businesses, entities, and pooled vehicles, while also making standalone planning and consulting services available to individual investors. Its documented services include comprehensive financial planning, estate‑planning coordination (including use of the Trust & Will platform), investment management, college‑planning, and retirement plan analysis. The firm constructs portfolios across equities, fixed income, mutual funds, ETFs and other instruments using both fundamental and technical analysis, and conducts ongoing monitoring with at least quarterly account reviews. Nuvern operates on a non‑discretionary basis—trades are executed only with client consent—and may recommend or engage registered third‑party portfolio managers or advisers as part of implementation. Several features in the brochure are less common among peers: Nuvern offers no‑charge educational seminars and workshops with limited attendance, explicitly describes the selection and recommendation of other advisers, and makes hourly consulting and per‑plan engagements available for clients who do not custody assets with the firm. The brochure also discloses the firm’s use of a third‑party digital estate‑planning service, its decision not to participate in wrap‑fee or performance‑based programs, and its reliance on an independent custodian for trading and custody.

To learn more about the advisors currently working at Nuvern Wealth Advisors 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.