A complete list of active advisors currently associated with Reverie Wealth

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

Reverie Wealth is an independent, fee-only advisory firm that provides written financial planning, budgeting and cash‑flow coaching, budgeting software setup and support, and educational seminars and speaking engagements. The firm works with individual clients (including high‑net‑worth clients) and, as disclosed in its brochure, also accepts corporate and charitable clients and offers services related to retirement plans and other institutional arrangements. The firm’s advice is planning‑centric: it delivers project‑based and ongoing financial plans, provides investment recommendations and ESG‑aware asset allocation guidance, but does not currently provide discretionary investment management or custody recommendations — clients are responsible for implementing investment recommendations themselves. Reverie uses fundamental analysis and Modern Portfolio Theory in its approach and supplements planning with practical, hands‑on budgeting coaching and software configuration to help clients operationalize cash‑flow and savings goals. Compared with many independent advisers, Reverie is notable for broad client coverage and public outreach: its brochure discloses services to charities and businesses and describes educational seminars, and the firm also reports working with a range of institutional clients and using endorsements and client testimonials in its advertising, which is uncommon for firms in this category. The brochure also discloses that the founder maintains concurrent senior roles outside the firm and that Reverie limits client intake to preserve timely service, a staffing and capacity choice highlighted as part of its operational practices.

To learn more about the advisors currently working at Reverie 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.