A complete list of active advisors currently associated with Renew Wealth Management LLC
Warmer can help you find a great advisor at Renew Wealth Management LLC or one who fits your needs even better.
Renew Wealth Management LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. Services described in the firm’s brochure include customized portfolio construction, ongoing supervision, financial planning (standalone or bundled), and implementation using ETFs, mutual funds, individual securities, bonds, and allocations to unaffiliated managers, with fees typically charged on a percentage‑of‑AUM basis. The firm describes a fundamental, primarily long‑term investment approach with active monitoring, periodic rebalancing, and tax‑aware position management. As of December 31, 2025, Renew Wealth reported $57,045,575 in client assets—approximately $42,697,097 managed on a discretionary basis and $14,348,478 on a non‑discretionary or held‑away/participant account basis facilitated through third‑party platforms (including relationships with Zoe Financial/Apex and Schwab). Renew Wealth is a single‑advisor RIA founded in 2023 and led by a CFP® and CPA who also serves in roles with the White House Military Office, the Department of Defense Investment Board’s Investment Advisory Committee, and the Army National Guard, a combination of public‑sector responsibilities that is uncommon for firms of this size. The firm also participates in Zoe Financial’s adviser matching and digital wealth platform, uses third‑party estate‑planning tools (Wealth.com), and the principal maintains insurance licenses and may receive separate insurance commissions or pay referral fees to Zoe Financial—factors prospective clients should consider when evaluating potential conflicts and service arrangements.
To learn more about the advisors currently working at Renew Wealth Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Alexandria, VA
| 18
|
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