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 advises individuals — including high‑net‑worth clients — as well as trusts, estates, pension plans, nonprofits and corporations. The firm provides discretionary portfolio management, integrated financial planning (typically included with asset management), retirement rollover guidance, and access to direct indexing strategies through an unaffiliated sub‑adviser. The firm describes a mixed analytical approach (fundamental, technical and cyclical) and implements long‑, short‑term and trading strategies as appropriate to client goals, with ongoing discretionary supervision and periodic rebalancing. Its brochure discloses use of derivatives (notably options and buffer ETFs) and discusses leverage and margin‑related risks, and it offers direct indexing via First Trust with separate asset‑based fees and an annual per‑account minimum. Noteworthy for a small, two‑advisor firm managing roughly $73 million, Radix leverages a service relationship with NWAM to access institutional custodial platforms and operational support at Fidelity and Schwab. The firm is affiliated with insurance agencies and several advisory personnel maintain insurance licenses and may receive customary insurance commissions, a conflict that Radix discloses and addresses in its brochure.

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.