A complete list of active advisors currently associated with Sensible Wealth Management, Inc.

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

The firm provides investment advisory and consulting services to individuals, employee benefit plans, trusts, estates, and business entities. Its services include discretionary portfolio management, recommendation of third‑party investment advisers, general consulting, and pension consulting for plans (for example, 401(k) planning, investment policy statement preparation, fund selection, performance monitoring, and participant education). The firm typically manages accounts on a discretionary basis and tailors asset allocation to clients’ objectives, using fundamental, technical, and cyclical analysis with both long‑ and short‑term strategies. It may employ options (including uncovered options used as a hedge), recommend third‑party advisers or wrap programs for portions of client assets, and periodically monitor the managers it refers. Noteworthy features include an affiliation with a licensed insurance agency (Sensible Health Plans & Benefits, Inc.) and advisory representatives who are licensed insurance agents and may receive commission compensation for insurance sales, a disclosed conflict of interest with the option for clients to decline those products. The combination of offering pension consulting and serving corporate/business clients, alongside recommending and sometimes sharing fees with third‑party advisers, is less common among similarly sized independent advisory firms.

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