A complete list of active advisors currently associated with Sarver Vrooman Wealth Advisors LLC

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

Sarver Vrooman Wealth Advisors provides discretionary and non‑discretionary asset management, retirement‑plan advisory (3(21)) services, and financial planning and consulting. Its client base includes individuals (including high‑net‑worth clients), trusts, estates, corporations and qualified retirement plans, with both managed accounts and plan assets under oversight. The firm tailors portfolios to each client’s stated goals, time horizon and risk tolerance, using a mix of fundamental, technical, charting and cyclical analysis and conducting periodic (generally quarterly) reviews and rebalancing as warranted. For plan sponsors it assists with investment policy development, monitoring of plan investment options, participant education and implementation support while leaving ultimate plan decisions with the sponsor. Notable features include a multi‑hundred‑million dollar asset base managed by a small advisory team, no stated account minimum, and provision of financial planning services without a separate charge. The firm also requires use of a designated broker‑dealer (Trade‑PMR Inc.), discloses receipt of custodial “soft‑dollar” benefits, and discloses a relationship with Halo related to annuity broker‑of‑record transitions (for which it may receive compensation), conflicts it says it mitigates through disclosure and fiduciary procedures.

To learn more about the advisors currently working at Sarver Vrooman 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.