A complete list of active advisors currently associated with Patina Wealth

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

Patina Wealth provides financial planning, portfolio management, and investment consultation to individuals (including high‑net‑worth clients), small businesses, pension and profit‑sharing plans, and charitable organizations. The two‑advisor firm manages roughly $129 million in discretionary and non‑discretionary client assets across about 166 client relationships. The firm favors a long‑term, buy‑and‑hold approach with periodic rebalancing, primarily using mutual funds and ETFs while employing individual equities and fixed income where passive strategies do not provide the desired risk/return profile. Portfolios are built from an initial interview and tailored to each client’s objectives and risk tolerance, and can be managed on a discretionary or non‑discretionary basis. Patina Wealth offers periodic complimentary educational workshops and participant enrollment seminars for both prospective clients and retirement plan participants, a service uncommon among peers in its category. The firm also provides discretionary ERISA Section 3(38) investment management for certain retirement plans and leaves proxy voting and other corporate action decisions to clients.

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