A complete list of active advisors currently associated with Parkmont Wealth Advisors LLC

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

Parkmont Wealth Advisors provides advisory services to individuals, high‑net‑worth individuals, and charitable organizations, offering both discretionary and non‑discretionary portfolio management and related planning services. The firm charges asset‑based fees and prepares an individualized Investment Policy Statement for each client to document goals, time horizon, and risk tolerance. The firm’s investment work draws on charting, cyclical, fundamental, quantitative, and technical analysis and implements both long‑term and short‑term trading strategies across mutual funds, equities, fixed income, real estate funds, ETFs (including leveraged/inverse and precious‑metals ETFs) and TIPS. Parkmont generally requests discretionary trading authority, monitors portfolios regularly, and states policies intended to allocate investment opportunities and transactions fairly across client accounts. Notably, several representatives are licensed insurance agents with Retirement Solutions Plus LLC and may offer commissionable insurance products in addition to advisory services; the brochure discloses this as a potential conflict of interest while noting clients are not required to use those services. The firm also requires custody at specified custodians (Schwab Institutional and Nationwide Advisory Services), uses Schwab’s platform capabilities for billing and operations, and manages client assets internally rather than engaging third‑party investment managers.

To learn more about the advisors currently working at Parkmont Wealth Advisors 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.