A complete list of active advisors currently associated with Precedent Wealth Partners, LLC

Warmer can help you find a great advisor at Precedent Wealth Partners, LLC or one who fits your needs even better.

Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, and employer‑sponsored plans. Services are offered on discretionary and non‑discretionary bases and address both taxable and retirement accounts, with planning and implementation support as requested. The firm’s investment decisioning is run through an Investment Policy Committee that blends active and passive management, asset allocation, and multiple analysis methods (including fundamental, technical, and third‑party manager due diligence); ESG screening is available when specifically requested by a client. Accounts are monitored regularly and the firm can manage held‑away retirement assets (401(k)s, HSAs, 403b/457 plans and similar) through an Order Management System (Pontera) to implement selection and rebalancing strategies across custodians. Notable distinctions include the firm’s emphasis on client education — offering seminars/workshops and participant education for retirement plan participants, a service less commonly provided by peers — and its ability to work directly with held‑away plan platforms. The brochure also discloses structural features that affect client economics and conflicts of interest: a fee‑concession program (“WILLSHARE”) that credits clients based on the firm’s after‑tax profitability and operational/back‑office arrangements through the Dynasty network and related TAMP access.

To learn more about the advisors currently working at Precedent Wealth Partners, 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.