A complete list of active advisors currently associated with Spearhead Advisors, LLC

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

Spearhead Advisors serves individual and high-net-worth clients and provides discretionary portfolio management for separately managed accounts, along with consulting services to retirement plan sponsors. The firm also offers advice on held-away assets and includes limited financial planning as part of its investment management services at no additional fee. The firm constructs individualized portfolios that rely primarily on fundamental analysis of public securities and are tailored to each client’s objectives, with clients able to impose reasonable investment restrictions. Portfolio reviews and rebalancing are performed periodically, on material account changes, or at client request, and the adviser generally manages accounts on a discretionary basis. Compared with many peers, the firm has added an assets‑under‑advisement service and explicitly includes limited planning without a separate charge, and it provides retirement plan consulting that can be delivered as a 3(21) or 3(38) fiduciary service. It operates as a relatively small team with a modest client base, which may allow for more customized attention, and it generally treats trading decisions on an individual-account basis rather than routinely aggregating trades.

To learn more about the advisors currently working at Spearhead Advisors, 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.