A complete list of active advisors currently associated with Overture Wealth Management
Warmer can help you find a great advisor at Overture Wealth Management or one who fits your needs even better.
Overture Wealth Management provides wealth management, investment management, and financial planning services to individual clients and charitable organizations. The firm operates as a fee-only adviser and uses flat or fixed engagement fees rather than charging advisory fees as a percentage of assets under management. OWM develops individualized investment policies and asset allocations guided by modern portfolio theory, combining passive and active strategies and offering socially conscious (ESG) options at client request; it generally manages accounts on a discretionary basis and offers both ongoing and project-based planning engagements. Financial planning work integrates cash flow, tax, estate, insurance, and retirement considerations, and the firm distributes an educational newsletter to clients. The firm is under common ownership with a tax preparation practice and sometimes refers clients to that affiliated tax service, a relationship the brochure identifies as a potential conflict of interest while noting clients are not required to use the affiliate. Operationally, OWM recommends an institutional custodian and has standing letters of authorization for a subset of clients, and it executes client trades on an individual (non-block) basis—choices that distinguish its custody and trading practices from many peers.
To learn more about the advisors currently working at Overture 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 |
|---|---|---|
Conshohocken, PA
| 22
|
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