A complete list of active advisors currently associated with OwenWise Financial LLC

Warmer can help you find a great advisor at OwenWise Financial LLC or one who fits your needs even better.

OwenWise Financial is a registered investment adviser that provides portfolio management, financial planning, consulting, and institutional asset management services through model portfolios and asset management programs. The firm also issues periodicals and social media updates and can provide targeted consulting or selection of other advisers for client needs. The firm typically implements discretionary management using diversified, largely passive asset-allocation model portfolios tailored to each client’s stated objectives and constraints. Its investment process relies on fundamental analysis and may include strategies such as option writing or margin when consistent with a client’s risk tolerance, with trade execution and custody handled through selected custodians. Noteworthy aspects include an affiliation with a separate accounting firm operated by the firm’s principal, with that principal devoting a substantial portion of time to the accounting practice, which brings integrated tax and planning capabilities that are uncommon among peers. The firm also departs from many peers by offering hourly billing for planning work, publishing periodicals/newsletters, and occasionally selecting outside advisers for clients without receiving referral compensation.

To learn more about the advisors currently working at OwenWise Financial 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.