A complete list of active advisors currently associated with Proper Wealth

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

Proper Wealth is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans; it manages roughly $131.8 million for about 485 clients through a three‑advisor team. The firm provides discretionary investment management, financial planning, and retirement‑plan advisory (3(21)) services and generally charges percentage‑of‑assets fees for managed accounts. The firm constructs customized portfolios that emphasize exchange‑traded funds and diversified mutual funds, using both fundamental and technical analysis and generally pursuing a long‑term orientation while allowing tactical or short‑term trades when appropriate. Proper Wealth may allocate portions of client assets to unaffiliated independent managers, provides Black Diamond reporting with batch trading and auto‑rebalancing for larger accounts, and discloses its role as a fiduciary. Noteworthy and less common features include sponsorship of a wrap fee program that bundles transaction costs into its advisory fee and formal affiliations with an accounting services entity (an affiliated bookkeeping/consulting firm that is not a CPA firm) and an affiliated insurance agency, each disclosed as potential conflicts of interest. The brochure also highlights a partnership with Wealth.com for estate‑planning document services, the firm’s use and recommendation of LPL Financial’s platform (including receipt of transition assistance and related vendor benefits), and that advisors hold professional credentials such as CFP, CPA, and CExP.

To learn more about the advisors currently working at Proper 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.