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

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

Simplicity Wealth Management serves individual clients, including high-net-worth individuals, as well as charitable organizations and corporate plan sponsors. The firm provides discretionary portfolio management, written financial planning engagements (project-based, hourly, or ongoing), and advisory services for employer-sponsored retirement plans. The firm primarily employs passive investment management — constructing asset-class portfolios using index mutual funds and exchange-traded funds for lower internal costs, tax efficiency, and limited trading — while also drawing on fundamental, technical, cyclical and charting analysis as part of its research process. Client-specific investment policy statements guide asset allocation, and the adviser typically manages accounts on a discretionary basis with regular monitoring and annual reviews. Noteworthy features relative to many peers include an ongoing, subscription-style financial planning service with year-round monitoring and client support, and the provision of employee benefit plan advisory services that include participant education seminars. The firm also discloses governance choices intended to limit conflicts of interest: the principal holds an insurance license but does not sell insurance to clients, and the firm does not vote client proxies, leaving proxy materials to be handled through the custodian.

To learn more about the advisors currently working at Simplicity 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.