A complete list of active advisors currently associated with Small Victories Wealth

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

Small Victories Wealth serves a small roster of individual clients, households and some high‑net‑worth individuals, providing discretionary and nondiscretionary portfolio management alongside a range of financial planning services. The firm offers tailored investment management and multiple planning engagement types, from hourly and project work to ongoing subscription plans. The firm’s investment approach emphasizes passive portfolio construction informed by modern portfolio theory and fundamental analysis, using low‑cost index funds and ETFs as core holdings while reserving the ability to recommend alternative or less traditional investments when suitable. It subscribes to third‑party model portfolios through a model marketplace and allows clients to impose reasonable, written account restrictions. Noteworthy features include a tiered offering of ongoing planning—where comprehensive planning may include investment management without a separate engagement—and limited‑scope ongoing plans labeled “Emergent” and “Impact,” as well as hourly and project options. The adviser discloses an ongoing outside full‑time business activity that occupies a substantial portion of trading hours, uses both a mainstream custodian and a digital custodian/model marketplace, and executes client trades on an individual rather than aggregated (block) basis.

To learn more about the advisors currently working at Small Victories Wealth, 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.