A complete list of active advisors currently associated with Safir Wealth Advisors, LLC

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

Safir Wealth Advisors is an SEC‑registered, fee‑only investment adviser that serves individuals, high‑net‑worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning and consulting. The firm manages roughly $198 million for about 67 clients and offers both ongoing wealth management and stand‑alone planning engagements (hourly, fixed‑fee, or retainer arrangements). The firm constructs diversified portfolios primarily with low‑cost mutual funds and ETFs while selectively using individual stocks and bonds and, when appropriate, retaining legacy positions for tax or suitability reasons; its approach is generally long‑term but allows for shorter‑term trades to rebalance or meet client needs. Investment decisions incorporate a mix of fundamental, technical, cyclical, and charting analysis, with continuous monitoring and formal reviews at least annually. Compared with many peers, Safir operates as a small, two‑advisor team managing a relatively large asset base, implying a higher average account size and a focus on wealth‑management relationships. The team holds multiple advanced industry credentials and maintains an institutional custodial relationship that provides research and platform support — benefits the firm discloses and manages as a potential conflict of interest.

To learn more about the advisors currently working at Safir Wealth Advisors, 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.