A complete list of active advisors currently associated with Stella Maris Wealth

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

Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management, its integrated "Wealth Stewardship Planning" process, stand-alone planning engagements, and retirement plan consulting for qualified plans. Investment advice is tailored to each client's objectives and may include individual equities, ETFs, mutual funds, fixed income, cash equivalents, and, for eligible clients, private real estate funds and other alternatives; portfolios are managed with a focus on diversification, tax-aware strategies, periodic rebalancing, and long-term risk management. The firm relies on third-party technology and analytic tools — and discloses use of AI-assisted tools by the firm and its service providers — to support portfolio reporting, planning, and operational functions while maintaining fiduciary oversight. Notable distinctions in the brochure include that the firm commenced operations in June 2026 and reported no regulatory assets under management at initial filing, and that the firm’s investment adviser representative is separately licensed as an insurance agent and may recommend commissionable insurance products (including fixed indexed and registered index‑linked annuities), which the firm discloses as a potential conflict of interest. The firm also highlights employer plan services (including potential 3(38)/3(21) roles), coordination with independent professionals, and the ability to manage held‑away accounts and provide stand‑alone planning, features that may be less common among similarly sized independent advisers.

To learn more about the advisors currently working at Stella Maris 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
Katrina Whitlinger	Greer, SC	7

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