A complete list of active advisors currently associated with Perkins Wealth Advantage
Warmer can help you find a great advisor at Perkins Wealth Advantage or one who fits your needs even better.
Perkins Wealth Advantage serves individuals (including high-net-worth clients), charitable organizations, and businesses with investment management and financial planning. Offerings range from ongoing comprehensive planning and project-based engagements to retirement, estate, tax, college savings, insurance reviews, and business planning consultations. The firm uses Modern Portfolio Theory as its guiding framework and primarily implements passive investment management through diversified index mutual funds and ETFs, building portfolios around targeted asset allocations and client risk profiles. Advisors conduct ongoing monitoring and quarterly reviews, retain discretionary trading authority for managed accounts, and may engage third-party managers or sub‑advisors to implement portions of portfolios. What distinguishes the firm from many peers is its formal sub‑advisory relationship with SyntheticFi LLC for implementing synthetic/option-based (box spread) strategies and synthetic loan positions, an implementation approach that is uncommon for similarly sized advisory firms. The firm also generally executes client orders on an individual-account basis rather than aggregating block trades, does not vote client proxies, and maintains a relatively small client roster to support individualized planning and manager selection.
To learn more about the advisors currently working at Perkins Wealth Advantage, 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 |
|---|---|---|
Fishers, 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")