A complete list of active advisors currently associated with PLC Wealth Partners
Warmer can help you find a great advisor at PLC Wealth Partners or one who fits your needs even better.
The firm provides fee‑only investment management and financial planning to individuals and high‑net‑worth individuals, offering both ongoing and project‑based planning engagements. Services include portfolio management, retirement and tax‑aware planning, business planning and estate review, and access to outside managers and model‑based portfolios. Portfolio construction is grounded in Modern Portfolio Theory and combines passive and active strategies, with a long‑term focus and the use of mutual funds, ETFs and individual securities. The firm may delegate day‑to‑day implementation to third‑party managers and model platforms while maintaining discretion over model selection and monitoring, and it accommodates reasonable, written client restrictions. Compared with many peers, the firm is newly formed and has not yet established assets under management, operates with a formal compliance structure rather than as a solo practitioner, and requires clients to custody assets at a single institutional custodian. It also does not aggregate or block client trades and includes a planning fee waiver for clients above a specified managed‑asset threshold, features that are uncommon among similarly sized independent advisers.
To learn more about the advisors currently working at PLC Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Jeffersonville, IN
| 0
|
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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