A complete list of active advisors currently associated with Plum Street Advisors, LLC
Warmer can help you find a great advisor at Plum Street Advisors, LLC or one who fits your needs even better.
Plum Street Advisors is a boutique wealth management firm that serves individuals (including high-net-worth clients), charitable organizations, and retirement plan sponsors. The firm offers combined financial planning and discretionary portfolio management, retirement plan advisory services, and access to third-party separately managed portfolio platforms. Its investment approach emphasizes strategic asset allocation implemented mainly with low-cost index mutual funds, exchange-traded funds, and periodic use of options, together with active rebalancing and tax-aware placement. The firm also uses third-party model platforms (for example, Atom’s Index Pro) and conducts quarterly account reviews while providing written quarterly performance reports to clients. The brochure discloses several features that distinguish Plum Street from many peer team firms: it makes performance information available to clients (including published performance and modeled/hypothetical results) and recommends separately managed account platforms that can employ derivatives and allow borrowing or margin. The firm also combines retail wealth management with defined benefit and defined contribution plan consulting and recommends platforms (e.g., Atom and the Nationwide Monument Advisor platform) that use quantitative models, thematic exposures, and separate platform agreements.
To learn more about the advisors currently working at Plum Street Advisors, 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 |
|---|---|---|
Marietta, GA
| 2
| |
Newton, MA
| 19
| |
New Orleans, LA
| 13
| |
Pitttsburgh, PA
| 17
| |
Newton, MA
| 5
|
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