A complete list of active advisors currently associated with SSB Managed Wealth, LLC

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

SSB Managed Wealth provides investment advisory and financial planning to individuals, high-net-worth individuals, and corporate clients, and offers retirement plan consulting for employer‑sponsored plans. As of September 30, 2025, the firm reported roughly $37.85 million in discretionary assets and delivers both discretionary and non‑discretionary managed accounts and one‑time financial plans. The firm tailors advice to client objectives, risk tolerance, and time horizon, documenting strategies in an Investment Policy Statement and employing asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term holdings as appropriate. Portfolio implementation and trade execution are provided through a third‑party manager (Savant Capital), with SSB retaining oversight, performing quarterly reviews, and emphasizing tax implications as part of its process. SSB maintains an affiliation with an accounting practice (SSB CPAs) and discloses reciprocal referral arrangements that enable coordinated tax and business advice alongside investment services. The combination of that accounting affiliation and the firm’s retirement plan/pension consulting—supported by access to Savant’s model portfolios and administrative services—is a distinguishing feature relative to many independent advisers.

To learn more about the advisors currently working at SSB Managed Wealth, 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.