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 investment adviser that offers investment management, comprehensive financial planning, and divorce-related financial planning to individuals, corporations, and other businesses. Although categorized as an investment manager, the firm reported no assets under management at the time of filing and provides both ongoing and limited-scope project engagements as well as educational seminars. The firm implements client portfolios using asset allocation across equities, fixed income, mutual funds, ETFs and cash equivalents and may trade on a discretionary basis consistent with stated client objectives. In addition to the more common percentage-of-AUM advisory model, Raven Wealth Advisors also offers project work that can be billed on an hourly basis, and ongoing planning services are available separate from discretionary portfolio management. Noteworthy features include the firm’s offering of public and organizational educational seminars and speaking engagements—an uncommon service among peers—and an explicit focus on divorce financial planning supported by a divorce-finance credential. The firm is recently formed and operates with a single principal, and it emphasizes tailored planning engagements and limited-scope project work that can be delivered outside of a traditional pooled-asset manager model.

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.