A complete list of active advisors currently associated with Seven Springs Wealth Group
Warmer can help you find a great advisor at Seven Springs Wealth Group or one who fits your needs even better.
Seven Springs Wealth Group (SSWG) is a registered investment adviser serving individuals (including high‑net‑worth clients), trusts, foundations, charitable organizations, retirement plans, and business entities. The firm offers financial planning, discretionary portfolio management, project‑based financial consulting, and corporate retirement plan fiduciary services, and may incorporate separate account managers or subadvisers into client solutions. SSWG constructs portfolios using asset‑allocation modeling with both long‑ and short‑term strategies, and may include third‑party managers, options strategies, and private or alternative investments where appropriate; the firm discloses that human advisors make final investment decisions and that certain AI tools are used to support research and client service. For retirement-plan clients, SSWG can act as an ERISA 3(21) or 3(38) fiduciary and provides plan support such as enrollment education, provider benchmarking, and transition assistance. Distinctive aspects noted in the brochure include the firm’s combination of advisory services with insurance brokerage activity — several associated persons are licensed insurance agents and owners of a related employee‑benefit/insurance firm, and insurance commissions are disclosed as a potential conflict of interest. The firm also discloses use of client testimonials in advertising (an uncommon practice among comparable teams), a proprietary Voyage Portfolio implemented via an independent subadviser with separate advisory arrangements, and a nine‑advisor team overseeing roughly $1.4 billion in client assets.
To learn more about the advisors currently working at Seven Springs Wealth Group, 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.
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