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

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

Safran Wealth Advisors is a registered investment adviser that provides integrated wealth management, financial planning, and discretionary investment management to individuals, trusts, estates, pension plans, business entities, and charitable organizations. As of December 31, 2024 the firm reported managing approximately $133,000,000 in client assets across its discretionary accounts, and it documents client goals and constraints through investment policy statements used to tailor planning and portfolio recommendations. The firm’s investment approach emphasizes strategic, globally diversified asset allocation grounded in Modern Portfolio Theory and implemented primarily through no-load mutual funds and exchange-traded funds, with periodic monitoring and rebalancing. Portfolios may also include institutional-class mutual funds, individual fixed income securities, REITs, and other vehicles as appropriate to a client’s objectives and risk tolerance. Distinctive features include operating with a small advising staff while maintaining access to institutional-only mutual funds through its custodial relationship with Charles Schwab Advisor Services, a relationship that provides practice-management benefits to the firm. Safran Wealth Advisors discloses that it does not accept commission-based compensation or 12b-1 fees, does not vote client proxies, and maintains a CFP Board–based Code of Ethics along with a business continuity and information security program.

To learn more about the advisors currently working at Safran 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.