A complete list of active advisors currently associated with OWL and ORE Wealth Planning

Warmer can help you find a great advisor at OWL and ORE Wealth Planning or one who fits your needs even better.

Owl and Ore Wealth Planning provides personalized financial planning, insurance planning, and discretionary investment management for individuals, families, related entities, trusts and estates, and small businesses. The firm works with both non‑high‑net‑worth and high‑net‑worth households and addresses a wide range of planning topics including retirement, equity income, legacy planning, education funding, and business succession. The firm’s investment approach is based on strategic asset allocation and modern portfolio theory, emphasizing globally diversified, multi‑asset portfolios that primarily use passively managed ETFs and index funds, with active funds, individual securities, and options used when appropriate. Portfolios are tailored to clients’ stated goals, time horizons, and risk tolerances, and the firm provides implementation, ongoing rebalancing, periodic reviews, and written meeting summaries with action items after each review. Compared with many solo independent advisers, the firm publishes periodic newsletters and distributes insights via email and social media, and its materials note that associates contribute articles—features that extend communication beyond standard client reporting. The brochure also documents the firm’s continuity (operating since 2016 under a prior name) and its management of discretionary assets, which together may be notable for a single‑adviser practice.

To learn more about the advisors currently working at OWL and ORE Wealth Planning, 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.