A complete list of active advisors currently associated with Redmont Wealth

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

Redmont Wealth Advisors LLC provides discretionary portfolio management and limited financial planning to individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations and other entities. The firm manages approximately $260 million for a concentrated client base and typically charges advisory fees based on assets under management. The firm builds personalized investment programs grounded in each client’s objectives, time horizon and risk tolerance, favoring a generally conservative, long‑term asset allocation across listed equities, fixed income, mutual funds, ETFs and closed‑end funds. Redmont also allocates to third‑party sub‑advisers and private funds and may employ shorter‑term trading, illiquid holdings and options or other derivatives in particular accounts when deemed appropriate. What distinguishes Redmont from many peers is its active use of pooled vehicles and private fund allocations alongside separately managed accounts, and the incorporation of derivatives and options strategies within some client accounts — capabilities that are relatively uncommon among similar supported firms. The firm combines in‑house portfolio oversight with access to specialist sub‑advisers, offers an optional third‑party estate‑planning SaaS to clients, and delegates proxy voting responsibilities to a third‑party service.

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