A complete list of active advisors currently associated with Riskin Wealth Management, LLC

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

Riskin Wealth Management provides investment management and a range of financial planning services to individual and high‑net‑worth clients, including one‑time project analyses and ongoing comprehensive planning. The firm also offers held‑away account services and employee benefit plan consulting alongside conventional retirement, cash‑flow, tax, estate, education funding, and student loan advising. The adviser generally follows passive investment management informed by Modern Portfolio Theory, employing low‑cost index mutual funds and ETFs while also using fundamental and cyclical analysis at the security level. Client relationships are built around individualized investment policy statements and asset‑allocation targets, and the firm can implement discretionary rebalancing and allocation adjustments for held‑away assets such as 401(k)s, 529 plans, and variable annuities. What distinguishes the firm relative to many peers is its formal affiliation with a public accounting practice, which the firm discloses as a source of integrated tax and accounting expertise and reciprocal client referrals without referral fees. The firm also runs educational seminars and workshops focused on education funding and student‑loan advising and provides employee benefit plan/pension consulting for plan sponsors—services that its disclosure notes are relatively uncommon among independent advisory firms.

To learn more about the advisors currently working at Riskin 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.