A complete list of active advisors currently associated with Poder Wealth Advisors
Warmer can help you find a great advisor at Poder Wealth Advisors or one who fits your needs even better.
Poder Wealth Advisors is a state‑registered advisory firm that serves individual clients, including high‑net‑worth households, and also works with business owners and nonprofit entities. The firm offers discretionary portfolio management, one‑time and comprehensive financial planning, and assistance with insurance products where appropriate. The firm’s investment work is guided by Modern Portfolio Theory and a primarily passive approach, building diversified, low‑cost portfolios around client‑specific investment policy statements and providing ongoing monitoring and annual reviews. It also offers tailored comprehensive planning tracks that address equity compensation, entrepreneur needs, and broader wealth management topics, and it seeks fee‑only insurance solutions when available while disclosing commission‑based options when they are used. Poder Wealth Advisors operates as a small, principal‑led practice—recently founded in 2024—with a compact team and a modest asset base relative to many peers, managing roughly $12.3 million for about 33 clients. Distinctive operational features include multi‑state insurance licensure among advisors, recent additions to its service set (insurance offerings and standing letters of authorization), and institutional relationships with custodial platforms such as Charles Schwab and Altruist.
To learn more about the advisors currently working at Poder Wealth Advisors, 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 |
|---|---|---|
Bethesda, MD
| 3
| |
Bethesda, MD
| 10
|
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