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 provides financial planning and portfolio management to individuals (including high‑net‑worth clients), trusts, foundations, retirement plans, and business entities. Its services include ongoing discretionary portfolio management, customized financial planning, corporate retirement plan fiduciary services (3(21) or 3(38)), and project‑based financial consulting. The firm typically manages client accounts on a discretionary basis using asset‑allocation modeling and a mix of long‑ and short‑term strategies, and it may incorporate third‑party separate account managers for additional diversification. It offers a proprietary SSWG Voyage Portfolio implemented via an independent subadvisor with an overlay and manages roughly $1.4 billion in combined discretionary and non‑discretionary assets. SSWG discloses that several associated persons are licensed insurance agents and owners of an affiliated insurance agency (Prudent Street Financial Advisors), and that insurance brokerage relationships and commissions are an additional source of compensation. The firm also discloses use of artificial intelligence tools in research and client‑service workflows and notes the use of client testimonials in its advertising, each addressed through supervisory procedures and written disclosures.

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.