A complete list of active advisors currently associated with SC&H Wealth

Warmer can help you find a great advisor at SC&H Wealth or one who fits your needs even better.

SC&H Wealth is a multi-team registered investment adviser with roughly 20 advisors and about $1.23 billion in assets under management. It serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, small businesses and charitable organizations, offering financial planning, discretionary portfolio management through its SC&H Wealth and SC&H Core programs, retirement plan consulting, and tax preparation services. The firm follows a team‑based, planning‑driven approach that integrates tax and estate considerations into asset allocation and monitoring, with portfolios constructed primarily from mutual funds and ETFs and reviewed at least annually. SC&H may use third‑party managers for portions of client accounts and currently recommends the Dimensional (DFA) SMA program for suitable clients, which provides direct equity holdings, customizable ESG screens, and tax management options. SC&H is affiliated with an accounting firm (SC&H Group), employs Certified Public Accountants who provide tax planning and tax return preparation (including client discounts), and its parent is owned in part through an employee stock ownership plan. Certain advisers are licensed insurance producers and may earn separate commissions for insurance sales, and the firm discloses affiliated entities and vendor relationships that it addresses through internal review processes and oversight.

To learn more about the advisors currently working at SC&H Wealth, 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.

Name	Location	Years of experience
Judith Brown	Hunt Valley, MD	15
Shane Cavanaugh	Hunt Valley, MD	9
Mark Degroat	Hunt Valley, MD	20
Nicholas Distefano	Hunt Valley, MD	3
James Francis	Hunt Valley, MD	3
Ryan Frank	Hunt Valley, MD	15
Hope Fribush	Hunt Valley, MD	5
Caitlin Garner	Hunt Valley, MD	21
Samuel Heroux	Hunt Valley, MD	4
Jaewon Lee	Hunt Valley, MD	10
Brady Organt	Hunt Valley, MD	1
Robin Patalon	Hunt Valley, MD	24
Andrew Polcari	Hunt Valley, MD	1
Angelo Romano II	Hunt Valley, MD	6
Ryan Schoppert	Hunt Valley, MD	1
Jerrin Toomey	Hunt Valley, MD	8
Benjamin Tracy	Hunt Valley, MD	5
Blake Walter	Hunt Valley, MD	4
Kellie Walter	Hunt Valley, MD	28

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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