A complete list of active advisors currently associated with Skrobonja Wealth Management, LLC

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

Skrobonja Wealth Management serves primarily individual clients and a variety of other client types, offering discretionary asset management, standalone financial planning and consulting, and referrals to third‑party money managers. Portfolios may include individual stocks, bonds, ETFs, mutual funds and product‑specific allocations such as American Funds F‑2 offerings. The firm manages accounts on a discretionary basis with regular monitoring and periodic rebalancing, employing a mix of fundamental, technical, quantitative and sector analyses as well as duration management for fixed‑income exposure. It also relies on sub‑advisory relationships and platform-specific investment implementations to execute client strategies. The firm is distinctive among peers in that its representatives are dually registered as broker‑dealer representatives and are licensed insurance agents, and the firm operates affiliated insurance and tax consulting businesses; the brochure discloses commissionable securities and insurance sales and discusses related conflicts of interest. The brochure also documents mitigation measures such as client disclosures and limits on billing for non‑securities holdings.

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