A complete list of active advisors currently associated with Semper Wealth Management LLC

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

Semper Wealth Management LLC is a small, independent registered investment adviser managing approximately $10.8 million across 27 client relationships. The firm offers discretionary portfolio management, financial planning, pension consulting for ERISA retirement plans, and supplemental services such as tax preparation and bookkeeping to individuals, high‑net‑worth clients, retirement plans, and corporations. The adviser constructs tailored portfolios using third‑party research and proprietary analysis, provides regular reviews (at least semi‑annually with quarterly reporting), and adapts recommendations to clients’ stated objectives and risk tolerances. Its investment program includes traditional equity and fixed‑income strategies and explicitly incorporates derivatives and structured products — including options contracts, warrants, and structured notes — in separately managed accounts, and the firm can serve as a discretionary ERISA 3(38) investment manager or provide non‑fiduciary participant education to plan sponsors. Compared with many single‑advisor independent firms, Semper Wealth Management’s combination of formal pension consulting/ERISA services and documented use of derivatives in client accounts is uncommon. The firm also offers integrated tax and bookkeeping services and is affiliated with an education/newsletter entity (Vestergy/TSP Navigator) focused on Thrift Savings Plan guidance for government employees, which adds an atypical referral and educational channel.

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

Name	Location	Years of experience
Andrew Machata	Oviedo, FL	17

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