A complete list of active advisors currently associated with Primaris Wealth Management

Warmer can help you find a great advisor at Primaris Wealth Management or one who fits your needs even better.

Primaris Wealth Management is a state-registered, fee-only advisory firm that intends to serve individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and other business entities; the brochure notes the firm was newly formed and reported no clients or assets under management as of the filing date. The firm offers two principal services—discretionary portfolio management and standalone financial planning—with planning recommendations presented as advisory and optional for implementation through the firm. The firm describes a tailored, asset-allocation-driven investment process that begins with client discovery and incorporates economic, market, and quantitative research to construct and rebalance portfolios, typically under discretionary authority. It says it may invest across cash, stocks, bonds, mutual funds, ETFs, and alternative investments, and it discloses potential use of AI tools and other technology in delivering services. Compared with peers in the same category, the firm’s combination of formal financial planning with flat (fixed) planning fees, plus stated capacity to manage both individual and institutional portfolios, is relatively uncommon for a firm with no active advisors. The brochure also discloses that the firm operates as a fee-only adviser and that the principal has an unrelated seasonal holiday lighting business and a background in public policy, each noted as non-investment activities.

To learn more about the advisors currently working at Primaris 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.