A complete list of active advisors currently associated with Orchid Wealth Management

Warmer can help you find a great advisor at Orchid Wealth Management or one who fits your needs even better.

Orchid Wealth Management is a registered investment adviser that provides customized financial planning and portfolio management to individuals, businesses and retirement-plan sponsors. The firm also offers educational workshops and retirement-plan consulting and reports approximately $1.3 million in client assets under management. The firm’s investment approach is grounded in Modern Portfolio Theory and fundamental analysis, using diversified allocations primarily via mutual funds and ETFs and, when appropriate, individual equities, fixed income and listed REITs. Portfolios are managed on a nondiscretionary basis with written investment guidelines and routine reviews, so client approval is required before trades are executed. Noteworthy distinctions include that the firm’s principal maintains an active real estate brokerage practice and may receive commissions or referral fees on property transactions (an activity the brochure indicates consumes about 10% of professional time), with advance disclosure of any related conflicts. The firm’s provision of retirement-plan advisory services to plan sponsors and its emphasis on nondiscretionary management are also less common features among similarly sized independent advisers.

To learn more about the advisors currently working at Orchid Wealth Management, 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
Seth Swenson	Portland, OR	10

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