A complete list of active advisors currently associated with Raven Wealth Advisors

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

Raven Wealth Advisors is a fee-only registered adviser that offers investment management and both project-based and ongoing financial planning to individuals, corporations, and other businesses; it also provides divorce financial planning and educational seminars or speaking engagements. The firm’s ADV notes a general account minimum of $500,000 (waivable) and, as a newly formed adviser, reported no assets under management on its filing. The firm says it builds individualized investment policies and asset-allocation targets and manages portfolios across stocks, bonds, mutual funds, ETFs, municipal securities and cash, using fundamental, technical, and cyclical analysis. Portfolio arrangements may be discretionary or non-discretionary, and the firm describes ongoing planning and periodic account reviews as an integrated part of its investment management work. What stands out relative to many peers is the explicit divorce financial-planning practice and the use of educational seminars as part of its service mix, together with professional credentials oriented to financial planning and divorce analysis. The brochure also emphasizes institutional integrations—naming custodial platforms (Charles Schwab, Altruist, Fidelity) that the firm requires clients to use—which the firm notes supports its reporting and technology but may limit clients’ choice of broker‑dealers.

To learn more about the advisors currently working at Raven Wealth Advisors, 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.