A complete list of active advisors currently associated with Objective Advisors LLC

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

Objective Advisors provides investment advisory and wealth advisory services primarily to high net worth individuals, families, and their related entities such as trusts and private foundations. Services described in the brochure include asset-allocation-based portfolio management and financial planning support for estate, succession, governance, family education, and philanthropic needs. The firm emphasizes asset allocation and diversification across cash, defensive, growth, and private investments, and uses quantitative and qualitative due diligence when selecting independent money managers or private funds and when choosing active versus passive strategies. Accounts are generally non-discretionary—clients are contacted for approval before trades—and the brochure notes the firm currently reports managing no client assets directly; privately held securities are valued for reporting using the last known transaction price when market quotes are unavailable. As a single-advisor, small practice, Objective Advisors relies on custodial and third-party manager relationships for trade execution, reporting, and custody while handling fee billing by invoice rather than direct custodial deduction. The firm does not vote client proxies, does not act as custodian, and a firm principal serves as a FINRA arbitration panelist, and the combination of focused family governance services with a willingness to recommend alternative and potentially higher-fee or illiquid investments is a distinguishing operational profile relative to many peers.

To learn more about the advisors currently working at Objective 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.