A complete list of active advisors currently associated with Orgel Wealth Management, LLC

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

Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm provides tailored wealth management relationships and also sponsors a wrap-fee program that bundles investment management, execution, and custodial services. The firm emphasizes disciplined asset allocation with a long-term orientation while making tactical adjustments as warranted, generally managing client accounts on a discretionary basis and offering financial planning, tax-loss harvesting, and ERISA fiduciary services for plan sponsors. Portfolios commonly include mutual funds, ETFs, bonds and cash, and Orgel also deploys less-liquid or specialized vehicles when appropriate, including interval funds, structured notes, private investment funds, and outsourced long/short equity strategies on an opt-in basis. Orgel Wealth Management operates at scale — managing approximately $9.5 billion in regulatory assets with about 30 advisors and nearly 3,800 clients — and has taken specific structural steps that distinguish it from many peers, including operating its own firm-sponsored wrap program (as both sponsor and manager) with an asset-based pricing arrangement to address execution incentives. The firm has also implemented a succession plan to support ongoing employee ownership, maintains formal policies governing use of artificial intelligence and cybersecurity, and discloses the availability and limitations of specialty strategies and alternative investments to clients.

To learn more about the advisors currently working at Orgel Wealth Management, 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.