A complete list of active advisors currently associated with Pope Wealth Management
Warmer can help you find a great advisor at Pope Wealth Management or one who fits your needs even better.
Pope Wealth Management provides financial planning and portfolio management primarily for individual clients and also works with charitable organizations, offering services that include retirement planning and broader life planning. The firm additionally offers divorce financial services to assist divorcees and attorneys with asset division and spousal support; that service is billed hourly and is provided separate from its investment-advisory work. The firm pairs portfolio management with personalized financial-planning conversations and documents ongoing professional development as the advisor pursues CFP coursework. It supplements one-on-one advice with educational seminars and workshops intended to improve client financial literacy and planning outcomes. What distinguishes the firm from many peers is its engagement with charitable-organization clients and the maintenance of a separate, non‑advisory divorce consulting practice—both of which are less common among independent advisers. Regulatory disclosures indicate licensure and no reported disciplinary events, and the advisor’s prior firm mergers and reorganization history reflect experience managing business transitions.
To learn more about the advisors currently working at Pope Wealth Management, 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 |
|---|---|---|
Lakewood Ranch, FL
| 14
|
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