A complete list of active advisors currently associated with Organic Wealth, LLC
Warmer can help you find a great advisor at Organic Wealth, LLC or one who fits your needs even better.
Organic Wealth, LLC is a fee-only independent adviser that serves individuals, small business clients, and employer-sponsored retirement plans. The firm provides discretionary investment management, comprehensive financial planning (ongoing and project-based), retirement plan consulting for plan sponsors, and public or organizational educational seminars. The firm’s investment process emphasizes asset allocation informed by modern portfolio theory and uses a mix of passive and active funds, with the option to engage third‑party managers and model portfolios to implement client strategies. Accounts are reviewed periodically and managed to client risk tolerances and goals; financial planning covers cash flow, retirement projections, tax-aware investment analysis, and estate and insurance considerations. Compared with many solo independent advisers, this firm routinely works with plan sponsors and offers pension consulting services (including investment policy development, vendor searches, fee analysis, and participant education) while acting in an ERISA advisory capacity when applicable. The firm also conducts educational seminars and leverages the principal’s prior retirement‑plan experience and plan‑specific credentials, making its focus on employer plan consulting and public education more prominent than is typical for similar small advisers.
To learn more about the advisors currently working at Organic 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 |
|---|---|---|
Columbus, OH
| 6
|
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