A complete list of active advisors currently associated with Spurstone

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

Spurstone serves individuals and high‑net‑worth clients, with a particular emphasis on business owners and corporate executives, offering comprehensive financial planning, discretionary portfolio management, and non‑advisory business owner and exit‑planning consulting. The firm’s services also encompass executive compensation and concentrated stock management, estate and tax coordination, charitable gifting, and educational seminars. Spurstone typically implements investment mandates on a discretionary basis and uses third‑party managers and models, recommending SEI’s asset allocation portfolios and optional SEI wrap and managed account programs for implementation and quarterly rebalancing. Financial planning is integrated with investment management and coordinated with clients’ other advisors, and the firm employs Certified Exit Planning Advisor practitioners and a structured “Grind To Good Life” process for owner transitions. Distinctive features disclosed in the brochure include an affiliation with a licensed insurance agency (Spurstone Wealth Management, LLC), where certain supervised persons may receive commission‑based compensation for insurance sales, a potential conflict the firm discloses. The firm also notes the use of client testimonials in its advertising—a relatively uncommon practice among peers—and discloses incidental economic benefits from SEI, such as conference or educational support, which it says it monitors and describes in its policies.

To learn more about the advisors currently working at Spurstone, 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.