A complete list of active advisors currently associated with Red Tortoise

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

Red Tortoise provides discretionary investment management, wealth management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s Form ADV reports approximately $382 million in regulatory assets under management serving about 78 client relationships and offers consolidated reporting and family education and meeting facilitation as part of its wealth services. The firm uses a mix of fundamental and technical analysis and implements tailored asset-allocation strategies across equities, mutual funds, ETFs, U.S. government and municipal bonds, certificates of deposit, and options. Portfolios are monitored and rebalanced on an ongoing basis, and Red Tortoise routinely employs option strategies (covered calls, long calls/puts) and short-term trading when appropriate; it manages accounts on a discretionary basis while permitting non‑discretionary arrangements in limited circumstances. Compared with many similarly sized teams, Red Tortoise operates from five offices and documents more specialized trading activity and risk management in its brochure: it discloses the use of options and box‑spread arbitrage, discusses the potential for borrowing or margin with client consent, and explicitly addresses reliance on AI tools (including meeting recording/transcription) and related AI risks in its material changes. The brochure also notes the firm will supervise certain legacy positions in less common instruments (e.g., leveraged/inverse funds, buffer ETFs, structured notes, and cryptocurrencies) rather than recommending them as current strategies.

To learn more about the advisors currently working at Red Tortoise, 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.