A complete list of active advisors currently associated with Smarter Way Wealth

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

Smarter Way Wealth serves individual clients and focuses on personalized financial planning and ongoing investment guidance, using institutional-quality planning tools to address retirement, tax, estate, education, and cash-flow needs. Services are delivered on a non-discretionary basis, with tailored investment recommendations rather than trade execution on clients’ behalf. The firm follows a goals-based, diversified approach that emphasizes ETFs and no-load mutual funds as core building blocks, and it may include small, targeted allocations (generally 2–5%) to SEC‑registered cryptocurrency ETFs where appropriate. It also provides educational referrals to third‑party alternative-investment platforms (without compensation) and evaluates suitability within a client’s overall plan rather than recommending individual securities as part of core portfolios. Statistically uncommon features include a subscription-style flat monthly advisory arrangement instead of the more typical percentage-of-assets billing and the fact that the firm reports no assets under management as operations have not yet commenced. The firm does not custody client assets, operates brokerage-agnostically with clients executing their own trades, limits its role to non‑discretionary advice, and describes referrals to alternative platforms without performing platform due diligence or receiving referral fees; it is also not presented as a traditional solo practitioner despite its small size.

To learn more about the advisors currently working at Smarter Way 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.

Name	Location	Years of experience
David Van Osdol	New Haven, CT	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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