A complete list of active advisors currently associated with Q2 Wealth Management

Warmer can help you find a great advisor at Q2 Wealth Management or one who fits your needs even better.

Q2 Wealth Management provides investment management and financial planning to individuals, families, high‑net‑worth clients, and their related trusts and businesses. The firm also advises on retirement‑product subaccounts, donor‑advised funds, 529 plans, and offers occasional educational classes and workshops for clients and the public. The firm implements advice using a suite of model portfolios delivered on discretionary and non‑discretionary bases, combining ETFs and mutual funds with more concentrated equity positions in its Focused and Tactical models that may hold individual stocks. Q2 may allocate to sub‑advisers or third‑party models, and its Q5 Wealth service integrates retirement, investment, tax, insurance, and estate planning with ongoing monitoring and client dialogue as part of its fiduciary duty. Noteworthy for a firm of its size and type, Q2 is affiliated with an insurance agency: the managing partner is a licensed insurance agent and the brochure discloses that advisors may offer insurance products (including annuities), along with the associated conflicts and mitigations. The firm also routinely offers educational seminars and has expanded disclosures around its use of third‑party models and certain complex exchange‑traded products, features that are less common among supported peers.

To learn more about the advisors currently working at Q2 Wealth Management, 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.