A complete list of active advisors currently associated with Seros Wealth Partners

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

Seros Wealth Partners advises individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management, retirement-plan (ERISA) services, and financial planning and consulting. The firm charges asset-based investment management fees and also provides written financial plans or ongoing planning engagements depending on client needs. Investment decisions are driven by a mix of fundamental, quantitative and technical analysis and implemented through proprietary core models (P3–P6) and tactical overlays such as a Targeted Equity (defined outcome) sleeve and a Bull/Bear risk-managed sleeve. Seros may use third‑party sub‑advisers and a platform relationship with SyntheticFi to implement strategies, and it relies on outside vendors and software to prepare performance reports and other analytics. Compared with many peers, Seros documents and offers ongoing annual financial‑planning arrangements (an annually negotiated fee for ongoing planning), presents model allocations and distributes performance reporting prepared by third‑party vendors, and its advisory personnel are licensed insurance agents with an affiliated insurance agency (Seros Insurance, LLC). The brochure discloses these inter‑firm relationships and affiliated real‑estate and lending interests, and notes attendant conflicts of interest and separate sub‑adviser/platform fees.

To learn more about the advisors currently working at Seros Wealth Partners, 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.