A complete list of active advisors currently associated with Wholeness Financial

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

Wholeness Financial is a California-registered investment adviser that provides financial planning and investment management, offered together as wealth management services. The firm works with individuals (including high-net-worth clients), trusts and estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s process begins with a personalized financial plan that is translated into a customized Investment Policy Statement, and it generally manages client accounts on a discretionary basis. Investment implementation emphasizes asset allocation and automatic rebalancing and may include mutual funds, ETFs, equities, bonds, private funds and REITs, with ongoing monitoring and reporting. Compared with many peers, the firm’s client mix explicitly includes business and institutional-type clients (small businesses, pension/profit-sharing plans and charitable organizations) and the firm occasionally offers educational workshops. The brochure also discloses that the firm’s managing member maintains a substantial corporate finance role outside the advisory practice and that the firm typically does not vote client proxies unless engaged to do so for ERISA accounts for an additional fee.

To learn more about the advisors currently working at Wholeness Financial, 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.