A complete list of active advisors currently associated with Principia Wealth Advisory, LLC

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

Principia Wealth Advisory is a registered investment adviser that provides portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporate entities. The firm discloses discretionary management of approximately $225 million in client assets and structures client relationships through written advisory agreements. The firm’s investment process begins with one or more meetings to document a client’s financial situation and objectives, after which Principia proposes a portfolio of ETFs, mutual funds, individual stocks or bonds and conducts at‑least‑quarterly reviews with periodic rebalancing. Its stated strategies include long‑term buy‑and‑hold, shorter‑term trading when appropriate, the use of margin, and options transactions (covered calls and long puts) intended for hedging or income generation, and it treats cash as an asset class. Distinctive features in the ADV include an explicit role for options and other derivative strategies within client portfolios, a multi‑office operating structure (five offices), and the firm’s capacity to coordinate insurance sales/services through a principal under a separate engagement and fee arrangement. These elements — derivatives use, a larger-than-typical multi‑office setup for a team of this size, and an affiliated channel for insurance services — differentiate the firm from many peers in the team category.

To learn more about the advisors currently working at Principia Wealth Advisory, 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.