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 serves individual clients (including high‑net‑worth individuals), small businesses, and retirement plan sponsors with comprehensive financial planning, portfolio management, periodic educational workshops, and investment consultation. The firm also offers personal tax return preparation through a third‑party accounting/bookkeeping firm and coordinates estate‑planning work with outside attorneys or scrivener services. Investment advice blends fundamental and quantitative analysis within a generally long‑term, globally diversified framework and may employ active management or indexed strategies; portfolios are managed on a discretionary or non‑discretionary basis with regular monitoring and rebalancing. Redeem routinely leverages third‑party platforms and sub‑advisors — including an institutional Betterment program for certain accounts and Pontera to implement allocation changes in held‑away retirement accounts (401(k)s, HSAs) — rather than handling all trading internally. What is notable relative to many peers is the firm’s set of external affiliations and ancillary services: a firm principal controls an affiliated insurance agency through which insurance products are offered and commission compensation may be earned (a disclosed conflict of interest), and the firm provides tax‑return preparation via an external accounting provider, a service less commonly offered by similar advisors. Redeem’s formal use of sub‑advisors and an order‑management service to manage held‑away assets reflects an operating model that integrates other advisory and technology providers more than is typical for firms of its size.

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.