A complete list of active advisors currently associated with Old World Financial Advisors

Warmer can help you find a great advisor at Old World Financial Advisors or one who fits your needs even better.

Old World Financial Advisors is an investment management firm formed in 2023 that provides customized investment management and related financial planning consultation to individuals, high‑net‑worth clients, trusts, estates, small businesses and charitable organizations. The brochure lists services including investment management, goal and financial‑objective determination, cash‑flow management, education and retirement planning, and advice on mutual funds, ETFs, equities, bonds, treasuries and certain real‑asset exposures. The firm emphasizes an asset‑allocation‑driven process implemented through an Investment Policy Statement and a defined cycle of goal setting, risk/return profiling, investment selection and ongoing monitoring. Accounts are managed on a non‑discretionary basis, clients may impose written restrictions, and reviews are triggered by events such as deposits/withdrawals or changes in client circumstances. Several practices distinguish the firm from many peers: at initial filing it reported zero assets under management and was newly formed, it offers either a flat quarterly retainer or an asset‑based fee and bills clients directly rather than debiting custodian accounts, and it does not accept proxy‑voting authority (clients retain responsibility for voting). The brochure also notes the firm generally recommends, but does not require, custodians such as Charles Schwab, which can affect share‑class availability and trading logistics.

To learn more about the advisors currently working at Old World Financial Advisors, 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.