A complete list of active advisors currently associated with Radix Wealth

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

Radix Wealth is a supported, owner-managed registered investment adviser with two advisors overseeing roughly $73.4 million in client assets across about 86 relationships. The firm provides discretionary portfolio management and integrated financial planning to individuals (including high-net-worth clients) and a range of institutional and tax-advantaged clients such as trusts, estates, pension plans, nonprofits, and corporations. The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis and provides ongoing discretionary supervision, rebalancing, and the ability to accommodate reasonable client-imposed restrictions. It also offers direct indexing through an unaffiliated sub-adviser for clients with legacy equity positions and tax-loss harvesting opportunities, and—uncommonly among peers—may utilize borrowing (leverage) and derivatives within separately managed accounts. Radix Wealth discloses affiliations with licensed insurance agencies and that its insurance-licensed representatives may receive customary commissions on insurance sales, a potential conflict the firm documents and addresses in its brochure. Operationally, the firm relies on a third-party back-office agreement to access institutional custody and execution platforms (including Fidelity and Schwab), an arrangement that supports institutional-level services despite the practice’s small advisor count.

To learn more about the advisors currently working at Radix 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.