A complete list of active advisors currently associated with Peltoma Capital Partners

Warmer can help you find a great advisor at Peltoma Capital Partners or one who fits your needs even better.

Peltoma Capital Partners serves individuals — including high-net-worth clients — as well as corporations and other business entities, offering wealth management, investment management, financial planning, tax planning, and retirement plan consulting. The firm operates on a fee-only basis and provides both ongoing and project-based planning engagements alongside discretionary portfolio management. The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory and a mix of passive and active strategies, with portfolios tailored to clients’ stated objectives, risk tolerance, and time horizon; socially responsible (ESG) approaches are available on request. PCP typically manages accounts on a discretionary basis, provides ongoing monitoring and written financial plans, and uses third-party custodians for trade execution and reporting. Distinctive elements include an institutional service profile uncommon for similar-sized supported firms: PCP advises employer plan sponsors and maintains an “institutional treasury management” fee schedule in addition to serving individual clients. The advisory team includes a CFA charterholder and multiple CFP® professionals, the firm is strictly fee-only (no commission or performance-based compensation), and it does not vote client proxies, leaving that responsibility to clients.

To learn more about the advisors currently working at Peltoma Capital Partners, 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.