A complete list of active advisors currently associated with Renaissance Advisors

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

Renaissance Advisors provides discretionary asset management, financial planning and ERISA 3(21) retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm documents client goals, constructs personalized investment programs and delivers ongoing portfolio monitoring and plan‑level reporting. Portfolios are managed to clients’ stated objectives, time horizons and risk tolerance using a mix of fundamental, technical, charting and cyclical analysis, with periodic reviews at least quarterly. Like most peers, Renaissance generally charges asset‑based advisory fees for its discretionary management and offers financial planning as a separate service. A comparatively uncommon feature of Renaissance’s practice is that it offers performance‑based compensation arrangements to eligible clients, using a high‑water‑mark methodology alongside asset‑based fees — an arrangement noted as rare among supported firms. The brochure also discloses that the firm’s principal is a licensed insurance agent who offers insurance products for separate compensation (about 5% of his time), a potential conflict the firm describes and says it mitigates.

To learn more about the advisors currently working at Renaissance Advisors, 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.