A complete list of active advisors currently associated with Salomon and Ludwin

Warmer can help you find a great advisor at Salomon and Ludwin or one who fits your needs even better.

Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored qualified retirement plans, delivering discretionary portfolio management, financial planning, and retirement plan consulting. The firm also serves as a wrap-fee program sponsor and provides sub-advisory/model portfolio services to unaffiliated registered investment advisers and 401(k)/403(b) plans. The firm pursues a flexible, actively managed approach that emphasizes low-cost, tax-efficient ETFs, mutual funds and individual securities while combining fundamental and technical analysis and a proprietary TriggerPoint™ timing strategy. Salomon and Ludwin discloses limited use of options for hedging or income, tactical cash positions, and controlled borrowing in separately managed accounts, and it uses approved AI tools under an internal AI policy to support investment analysis. Salomon and Ludwin reports over $1.3 billion in discretionary assets under management—more than $200 million per advisor—which is large for a team-sized firm and accompanies several uncommon business activities. The firm’s commercial relationship with DynaLogic Signals to promote its patented TriggerPoint tool, its role as a wrap sponsor and sub-adviser, and custodial support arrangements that include research and conference access are specific features the firm discloses and monitors as potential conflicts of interest.

To learn more about the advisors currently working at Salomon and Ludwin, 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.