A complete list of active advisors currently associated with Peace of Mind Wealth Management

Warmer can help you find a great advisor at Peace of Mind Wealth Management or one who fits your needs even better.

Peace of Mind Wealth Management serves individual and high-net-worth clients as well as entities such as corporations, trusts, foundations, and charitable organizations, providing investment management and financial planning alongside portfolio management for individual accounts. The firm offers both discretionary and non-discretionary services and incorporates estate planning guidance and held-away retirement account management into its advisory relationships. POM employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, implementing allocations across mutual funds, ETFs, individual equities, and fixed income. Portfolios are managed via internally developed models and externally sourced model managers, and the firm uses a platform arrangement with AE Wealth Management (including a wrap-fee option) to support model implementation and reporting. The firm’s ADV discloses use of testimonials and endorsements in its advertising, a practice that is relatively uncommon among similar team firms. POM also discloses an affiliated tax services entity (POM Tax Strategies, LLC) and emphasizes tax-aware, proactive tax planning within its financial planning work, and it describes relationships with an insurance marketing organization and a third‑party digital estate‑planning service that influence how tax, insurance, and estate matters are coordinated for clients.

To learn more about the advisors currently working at Peace of Mind 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.