A complete list of active advisors currently associated with Pegasus Wealth Management

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

Pegasus Wealth Management is a fee‑only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. Its services include comprehensive wealth management, financial planning, investment supervisory services, ERISA-focused retirement-plan management, and held‑away account aggregation and management through Pontera. The firm emphasizes diversified portfolios that are largely passive and indexed with allocations guided by strategic and tactical asset‑allocation frameworks, occasional value tilts, and model‑portfolio selection supported by an outsourced chief investment officer. Although the firm holds limited trading authorization, it operates primarily on a non‑discretionary basis—reporting $4,338,149 in non‑discretionary assets as of December 31, 2025—and generally implements trades only with client approval. Distinctive features disclosed in the brochure include the principal’s concurrent ownership of separate tax/accounting and insurance businesses and a real estate registration, relationships the firm acknowledges may create conflicts of interest and are disclosed to clients. It is also atypical for a solo independent adviser of this size to provide ERISA 3(38) plan services and to serve corporate or business clients in addition to individual investors.

To learn more about the advisors currently working at Pegasus 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.