A complete list of active advisors currently associated with Retirement Capital Advisors
Warmer can help you find a great advisor at Retirement Capital Advisors or one who fits your needs even better.
Retirement Capital Advisors serves individual and high‑net‑worth clients by providing discretionary and non‑discretionary portfolio management and retirement‑account fiduciary advice. The firm prepares an Investment Policy Statement for each client and implements ongoing portfolio monitoring across fixed‑income securities, insurance products (including annuities), equities, and ETFs. The firm’s investment approach is anchored in modern portfolio theory and a long‑term trading horizon, with recommendations tailored to each client’s risk tolerance and time horizon documented in the IPS. Retirement Capital Advisors generally seeks discretionary authority to execute transactions and performs at least quarterly reviews to reconcile portfolios with client objectives. The firm’s ADV discloses an affiliation in which a principal acts as a licensed insurance agent and owner of an insurance business; the brochure describes the resulting conflicts of interest when insurance products are recommended and the policies the firm uses to address them, a feature that is uncommon among peers. It also discloses operational practices that differ from many peers—such as not aggregating block trades for multiple clients, permitting client‑directed brokerage, and recommending a specific custodian—which can influence trade execution and costs.
To learn more about the advisors currently working at Retirement Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
West Palm Beach, FL
| 19
|
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