A complete list of active advisors currently associated with Pedicord Wealth Management, LLC

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

Pedicord Wealth Management is an independent registered investment adviser serving individuals, high‑net‑worth clients, businesses and ERISA retirement plans; it manages roughly $85.6 million across about 77 client relationships. The firm provides discretionary portfolio management, ongoing financial planning, and may introduce third‑party asset managers to implement specialized portions of client portfolios. Its investment process is grounded in individualized financial planning, asset allocation and diversification, with attention to tax‑aware portfolio construction and time horizon considerations. The firm uses a mix of passive ETFs, mutual funds and active managers, and selects and monitors third‑party asset managers (TPAMs) such as SEI and AssetMark to deliver targeted exposures and model allocations. Compared with many peers, Pedicord notably works directly with pension and profit‑sharing retirement plans and offers educational seminars and workshops for plan participants, services it generally provides at no charge. The firm frequently combines direct portfolio oversight with TPAM relationships and custodial platform features to assemble customized portfolios aligned with each client’s objectives.

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