A complete list of active advisors currently associated with ProPartners Wealth

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

ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs and small business owners, and it also contracts with employee benefit plans and plan participants. Services described in the brochure include standalone ongoing financial planning, portfolio management for individual accounts, pension consulting as a 3(21) advisor and ERISA 3(38) fiduciary services for retirement plans. The firm emphasizes fundamental analysis and works with clients to define goals, risk tolerance and target asset mixes, then selects Envestnet sub-managers to implement portfolios while retaining responsibility for manager selection and ongoing due diligence. Client accounts may be invested in individual stocks and bonds, mutual funds, ETFs and separately managed accounts; the firm does not offer IPOs or non-traded REITs and generally operates with discretionary trading authority. Noteworthy distinctions include that some advisors are licensed insurance producers who may receive commissions on insurance product sales, an affiliation the brochure discloses and that can create additional conflicts of interest compared with many peers. The firm also integrates retirement-plan services (including PCRA options via Charles Schwab) and operates a related entity, ProPartners Team LLC, offering bookkeeping and strategic consulting to business-owner clients—relationships the firm discloses and manages through separate agreements.

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