A complete list of active advisors currently associated with Rich Dewitt Wealth Management LLC

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

The firm provides investment advisory and financial planning services to individuals, high‑net‑worth households, trusts, corporations and employer‑sponsored pension and profit‑sharing plans, and it also manages accounts for institutional clients. As of December 31, 2025 the firm reported approximately $51 million in assets under management and offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting for plan sponsors. Advice is delivered through individualized portfolio management that combines asset allocation with exposure to fixed income, alternative investments, options and other instruments, using multiple methods of analysis such as fundamental, technical and quantitative approaches; portfolios are monitored and rebalanced periodically. For retirement plan clients the firm assists in developing investment policy statements, evaluating and monitoring plan investment options, and delivering participant education, and it acknowledges ERISA fiduciary duties when providing those services. Distinctive aspects of the firm include its active work with employer retirement plans and pension/profit‑sharing clients and the provision of pension consulting and institutional portfolio management services, which are less common among independent advisers. The firm’s representatives are also licensed insurance agents and disclose that insurance sales create potential conflicts of interest that are addressed through the firm’s fiduciary processes.

To learn more about the advisors currently working at Rich Dewitt 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
Richard De Witt	Chattanooga, TN	12

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