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

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

Refined Wealth Management advises individual and high‑net‑worth clients as well as trusts, estates, corporations, and small business owners, offering portfolio management, ongoing financial planning, insurance sales, and tax services. The firm reports managing 746 discretionary and 164 nondiscretionary accounts and provides both ongoing asset management and project‑based reviews. The firm uses a model‑based investment program governed by an Investment Committee and supported by dedicated portfolio construction and monitoring teams, emphasizing strategic and tactical asset allocation across ETFs, ETNs, individual stocks and bonds. Portfolios are implemented through a set of seven model strategies (each designed by risk profile) and the adviser manages accounts on a discretionary basis without outsourcing to third‑party money managers. Noteworthy features include a relatively large number of client accounts for the size of the advisory team—910 accounts across five advisors—resulting in an above‑average accounts‑per‑advisor workload versus many peers. Refined Wealth also provides portfolio management for pooled vehicles such as 401(k) plans and donor‑advised fund accounts through a third‑party partnership, and combines in‑house tax services and an affiliated insurance agency that offers annuities and other insurance products.

To learn more about the advisors currently working at Refined 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.