A complete list of active advisors currently associated with Sentry Advisors, LLC

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

Sentry Advisors offers portfolio management, financial planning, and financial consulting to individuals (including high-net-worth clients), trusts, pension plans, and charitable organizations. The firm is SEC-registered and manages approximately $2.41 billion in client assets, providing both discretionary and non-discretionary services. The firm delivers individualized advice using a mix of fundamental, technical, and modern portfolio theory approaches and implements strategies through sub‑advisers, third‑party money managers, and model portfolios. It also operates a wrap fee program and uses mutual fund and specialty platforms (including Federated, Eaton Vance, and Goldman Sachs) to construct diversified solutions and exchange‑fund options for concentrated equity positions. What distinguishes Sentry from many multi‑team peers is that a large majority of its assets—about $2.17 billion—are managed on a non‑discretionary basis, meaning clients typically retain final transaction authority. The firm also discloses the use of hypothetical or modeled performance in its planning materials and maintains fee‑offset and service‑fee arrangements with Federated, Eaton Vance, and Goldman Sachs, which it discloses as potential conflicts of interest.

To learn more about the advisors currently working at Sentry 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.