A complete list of active advisors currently associated with Pugh Wealth Management, LLC

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

Pugh Wealth Management provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, charitable organizations, businesses and qualified retirement plans. The firm manages discretionary portfolios and also advises participant-directed retirement plan assets, overseeing roughly $43.7 million in discretionary AUM while advising on an additional ~$33.2 million in plan assets. The firm follows a long-term, asset-class investment approach grounded in Modern Portfolio Theory, typically implementing diversified portfolios with passively managed mutual funds (notably funds from Dimensional Fund Advisors) and model portfolios from a retained sub-adviser. PWM works with clients to document investment policy statements, uses Monte Carlo analysis for planning, and may employ third‑party managers for fixed income or interval/illiquid strategies when appropriate. PWM is affiliated with an accounting practice whose principals are also owners of the advisory firm, and certain advisory staff split substantial time between the accounting and advisory businesses. The firm also emphasizes retirement-plan education—providing participant education meetings and regular written performance reports—and leverages publications and continuing‑education resources from custodians and recommended investment providers in its client communications.

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