A complete list of active advisors currently associated with Objective Wealth, LLC
Warmer can help you find a great advisor at Objective Wealth, LLC or one who fits your needs even better.
Objective Wealth serves individual clients (including high-net-worth individuals) and small businesses, providing discretionary investment management, project-based and ongoing financial planning, income tax preparation and business consulting. The firm also offers employee benefit plan services to employer plan sponsors, assisting with plan structure, investment options, monitoring, and participant education. Its investment process is built around tailored asset-allocation consistent with modern portfolio theory, combining passive and active mutual funds and ETFs to implement client-specific investment policy statements and conducting periodic (quarterly) account reviews. The firm may engage third-party managers or sub-advisors for particular strategies and retains oversight of those relationships while clients’ assets are custodied through institutional services. What is distinctive for a small independent adviser is the combination of pension consulting (employee benefit plan services) with tax preparation and broader business consulting—services that only about 15% of peers offer. The brochure also discloses the firm’s use of sub-advisors (including situations where those managers use funds they manage), participation in Schwab’s institutional program for custody and execution, and a practice of providing ongoing financial planning at no additional charge for clients with $500,000 or more under management.
To learn more about the advisors currently working at Objective Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 7
|
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