A complete list of active advisors currently associated with Redeem Wealth Management

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

Redeem Wealth Management provides investment advisory services to retail clients, offering discretionary portfolio management and ongoing financial planning and consulting. The firm serves individual and high‑net‑worth clients and implements strategies directly or through separate managed accounts, third‑party money managers, or unified managed account programs when appropriate. Investment decisions are executed on a discretionary basis by its Investment Adviser Representatives, who monitor accounts and may impose client‑directed restrictions; the firm may allocate to ETFs and outside managers and typically uses a national custodian for trade execution and custody. Redeem discloses that its percentage‑of‑assets fee structure and certain recommendations (such as rollovers or use of third‑party managers) create incentives tied to asset levels and addresses these through policies and client disclosure. Redeem is affiliated with related businesses, specifically Redeem Tax and Redeem Insurance, and some financial professionals are insurance‑licensed and may receive commissions or trail compensation for insurance products—an arrangement the firm identifies as a potential conflict and supervises. The firm also reports affiliations with other investment adviser entities, which is relatively uncommon among peers and may affect recommendations to use affiliated services.

To learn more about the advisors currently working at Redeem Wealth Management, 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.