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

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

Rothamel Wealth Management is a small independent advisory firm managing roughly $40 million for about 100 clients, serving individuals, high‑net‑worth clients, trusts and pension/profit‑sharing plans. Its services include discretionary portfolio management, written financial planning and consulting, retirement plan services for sponsors and participants, and occasional impersonal educational events. The firm delivers advice through one‑on‑one interviews and questionnaires and tailors account restrictions and investment objectives to each client, with ongoing monitoring and at least quarterly reviews. Its investment work is centered on long‑term, value‑oriented equity selection with tactical asset allocation and the ability to employ shorter‑term strategies (including options and margin in appropriate cases); implementation is through major custodians and the firm generally charges asset‑based fees. Distinctive for an independent adviser, the firm provides both ERISA‑related fiduciary retirement plan consulting and non‑fiduciary services to plan sponsors and participants and also runs educational seminars and workshops on topics such as retirement, estate and college planning. It also uses a third‑party platform to access and trade retirement‑participant and HSA accounts (requiring clients to share login credentials) and discloses the associated cybersecurity, terms‑of‑use and rollover‑recommendation considerations and conflicts.

To learn more about the advisors currently working at Rothamel 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.