A complete list of active advisors currently associated with Selby Wealth Management

Warmer can help you find a great advisor at Selby Wealth Management or one who fits your needs even better.

Selby Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $545 million on a discretionary basis across about 169 client relationships. The firm provides ongoing portfolio management alongside financial planning and consulting services for clients who seek coordinated investment and retirement guidance. The advisor applies fundamental analysis to build customized, typically long‑term portfolios using mutual funds and ETFs and, when appropriate, individual stocks and bonds; portfolios are constructed to align with each client’s goals, time horizon, and risk tolerance and are monitored with at least annual formal reviews. Selby Wealth implements discretionary strategies and may rebalance, harvest gains or losses, or use cash positions for hedging or liquidity needs to meet client objectives. Notable features include a small advisory team managing a relatively large asset base, which results in higher average account sizes than many peers and suggests a focus on wealthier or concentrated client relationships. The firm was formed recently but operates as an SEC‑registered RIA on an institutional custody platform, receives institutional support from its custodian, does not participate in wrap or soft‑dollar programs, and does not accept proxy‑voting responsibility for client accounts.

To learn more about the advisors currently working at Selby Wealth Management, 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.