A complete list of active advisors currently associated with On Target Wealth Partners, LLC

Warmer can help you find a great advisor at On Target Wealth Partners, LLC or one who fits your needs even better.

On Target Wealth Partners is an independent, fee-only registered investment adviser that provides investment supervisory services, advice on employer-sponsored retirement accounts (such as 401(k)s), and supplementary financial planning to individuals and families, including some high-net-worth clients. Services are tailored to each client’s stated objectives, risk tolerance, and any investment restrictions they wish to impose. The firm constructs diversified portfolios using primarily low-cost mutual funds and ETFs across multiple asset classes, applying fundamental analysis and an asset-allocation framework while considering tax efficiency as one factor. All assets under management (approximately $27.8 million as of December 31, 2025) are managed on a non-discretionary basis, so the advisor seeks client approval before implementing recommendations and conducts regular, typically quarterly, reviews. OTWP’s predominately non-discretionary model is atypical among independent advisers, where discretionary authority is far more common, and it leaves clients responsible for final trading decisions and proxy voting. The firm operates without third‑party affiliations or commission-based compensation, does not take custody of client assets aside from fee deduction with client authorization, and may use third‑party platforms to provide advice on held‑away accounts.

To learn more about the advisors currently working at On Target Wealth Partners, 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.