A complete list of active advisors currently associated with Spectrum Advisors, Inc.

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

Spectrum Advisors serves individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans, offering discretionary and non‑discretionary portfolio management, comprehensive financial planning, financial consulting, third‑party money manager selection, and access to estate‑document tools. The firm manages approximately $160 million in client assets with a team of four advisors and maintains five offices to support a client base of roughly 300 households. Its investment process emphasizes customized asset allocation informed by a client risk‑tolerance questionnaire, fundamental security analysis, and periodic rebalancing, with implementation through in‑house portfolios or recommended third‑party managers. For clients who participate in the AE Wealth Management wrap program, Spectrum delegates discretionary trading to AEWM and selected model managers, and it may employ dollar‑cost averaging and focused/concentrated positioning where appropriate to client objectives. Spectrum is notable among similar team firms for operating five offices and for offering quarterly educational seminars on college campuses targeted to those nearing or in retirement, in addition to providing an eMoney client portal. The firm also integrates third‑party relationships into its service model — including a CPA partner for initial tax analysis paid from the first‑year planning engagement, access to a Wealth.com self‑preparation estate‑document platform, and a Medicare insurance referral arrangement — features that expand service options but create referral and compensation relationships clients should review.

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