A complete list of active advisors currently associated with Pennant Wealth Management LLC
Warmer can help you find a great advisor at Pennant Wealth Management LLC or one who fits your needs even better.
Pennant Wealth Management is a fee‑only, independent registered investment adviser operating as a solo practitioner with roughly $3.3 million in assets under management across about two dozen clients. The firm provides investment management and comprehensive financial planning for individual clients and also offers retirement plan services to employer plan sponsors. The firm implements asset allocation‑driven strategies using both passive and active funds, and may utilize outside managers and model portfolios to implement client allocations; it customizes plans based on client goals, risk tolerance, and tax considerations and conducts periodic account reviews. Clients may request socially conscious (ESG) investments or impose reasonable restrictions, and the firm may provide educational materials and seminars as part of its client service model. Compared with many small independent advisers, Pennant Wealth Management routinely provides institutional retirement plan services—including ongoing retirement plan consulting and discretionary plan management under ERISA 3(21) and 3(38) roles—which is uncommon for a firm of its size. The firm also offers educational seminars and speaking engagements to groups in addition to one‑on‑one planning, and its principal holds CFP® certification, which informs the firm’s planning and fiduciary practices.
To learn more about the advisors currently working at Pennant 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.
Name |
Location |
Years of experience |
|---|---|---|
Avon, OH
| 8
|
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