A complete list of active advisors currently associated with Simplexus Wealth Management

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

The firm provides comprehensive financial planning and portfolio management to individual and high‑net‑worth clients. Services are delivered through a monthly membership arrangement that includes plan development, ongoing monitoring, and advice tailored to clients’ goals and risk tolerances. Its investment process draws on multiple methods of analysis — including fundamental, technical, charting, cyclical and economic reviews — and employs both long‑ and short‑term strategies within a strategic asset allocation framework. Financial planning members receive continued access to third‑party planning and budgeting platforms (Monarch Money and RightCapital), and portfolio management is available for custodied accounts on a discretionary basis and for held‑away accounts on a non‑discretionary basis only in tandem with the membership. Distinctive aspects include that the firm is newly formed and reported no assets under management as of the brochure date while nonetheless offering both individualized portfolio management and financial planning services, which is uncommon for firms in this regulatory category. The firm also discloses that it does not act as an adviser to private funds and relies on qualified custodians for asset custody, narrowing its business scope relative to many peers.

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