A complete list of active advisors currently associated with Prudent Wealthcare

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

Prudent Wealthcare provides comprehensive financial planning and retirement-plan advice to individual and high‑net‑worth clients, covering areas such as wealth accumulation, retirement income planning, portfolio analysis, basic tax planning, and estate planning. The firm conducts an initial data-gathering interview and delivers customized plans and implementation consultation using client-supplied documents and financial information. The firm emphasizes a passive, diversified asset-allocation approach intended to minimize internal expenses, typically recommending ETFs, mutual funds, investment‑grade bonds, CDs and short‑term cash positions with a buy‑and‑hold posture and periodic rebalancing. It relies on third‑party financial planning software (MoneyGuidePro®) to model scenarios and obtain daily account downloads for monitoring, but does not act as a discretionary portfolio manager, does not place trades for clients, and does not custody client assets or provide account-level performance reporting. Notable differences from many peers include that the principal is a licensed insurance agent who may recommend and sell annuities and other insurance products and receive commissions (this activity is disclosed and represents a limited portion of the principal’s time). The firm bills via project, ongoing flat and hourly arrangements rather than percentage‑of‑assets‑under‑management fees, prohibits receipt of non‑cash “soft dollar” benefits, and uses daily data feeds for oversight while not storing client login credentials.

To learn more about the advisors currently working at Prudent Wealthcare, 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.