A complete list of active advisors currently associated with Robert Horowitz Wealth Management

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

The firm provides fee‑only discretionary investment management and financial planning to individuals, families and trusts, with a client mix that includes busy professionals and retired couples. It serves a relatively small client roster and manages roughly $101 million in client assets, and it does not accept commissions or other sales‑based compensation. The investment approach emphasizes an efficient‑markets, strategic asset allocation framework implemented primarily with passively managed mutual funds and global diversification, with portfolios set to client‑specific equity and bond targets and a long‑term orientation. The firm commonly implements portfolios through Dimensional Fund Advisors funds and executes discretionary trading on custodial platforms at Fidelity or Schwab. Distinctive features include a high assets‑per‑client profile given the modest client count, a material operational and research relationship with Dimensional Fund Advisors, and a firm requirement that client accounts be held on a specific custodial platform that provides platform services. The firm also discloses reciprocal referral and office‑sharing ties with an accounting practice, offers limited hourly advice in addition to asset management, and notes that recommending rollovers to IRAs it would manage can create an economic incentive that it discloses to clients.

To learn more about the advisors currently working at Robert Horowitz Wealth Management, 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.