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 LLC is a newly registered investment adviser organized as an LLC that offers discretionary and non‑discretionary portfolio management across a broad range of securities and may provide complimentary financial planning at its discretion. The firm operates with a single managing member and reported no assets under management at the time of its brochure. The firm states it tailors portfolios to clients’ objectives and risk tolerances using methods that include fundamental and cyclical analysis and modern portfolio theory, and it may employ long‑ and short‑term trading, option writing, derivatives, and leveraged ETFs as appropriate. Accounts are monitored and rebalanced on an ongoing basis, and the adviser uses discretionary authority when granted by clients. Noteworthy differences from many peers include the firm’s stated willingness to serve individual clients — both non‑high‑net‑worth and high‑net‑worth individuals — which is uncommon for advisers in this category, and its adviser’s professional credentialing and prior institutional experience. The firm recommends Interactive Brokers Institutional for custody and execution and participates in that institutional program, receiving research and operational benefits that the brochure notes could present potential conflicts of interest.
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.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 10
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")