A complete list of active advisors currently associated with Simplified Wealth LLC
Warmer can help you find a great advisor at Simplified Wealth LLC or one who fits your needs even better.
Simplified Wealth LLC provides financial planning, investment management, tax return preparation, and related wealth‑management services to individuals and high‑net‑worth individuals. The firm integrates financial planning, tax management, investment management, estate planning, and risk management for its client base of 32 individuals. The firm’s investment approach emphasizes strategic asset allocation and largely passive portfolio construction, using risk‑tolerance profiling and periodic tactical adjustments within target ranges. Simplified Wealth manages both discretionary and non‑discretionary accounts and offers held‑away account reviews and implementation recommendations for accounts where it does not have trading authority. Notably, the firm combines advisory services with tax capabilities uncommon among peers: the lead advisor holds CFA®, CFP® and EA credentials, Simplified Wealth offers tax return preparation and may engage third‑party accounting/bookkeeping firms, and the advisor has prior tax‑services experience. The firm also conducts educational seminars and speaking engagements and reports $5,291,905 in discretionary and $4,449,814 in non‑discretionary AUM as of December 31, 2025, indicating a higher-than‑typical share of non‑discretionary assets.
To learn more about the advisors currently working at Simplified Wealth LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Greensboro, NC
| 12
|
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