A complete list of active advisors currently associated with Stillforest Wealth Management

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

Stillforest Wealth Management is a fee‑only, registered investment adviser that provides discretionary investment management and both project‑based and ongoing financial planning to individual and high‑net‑worth clients. The firm manages roughly $20 million for about two dozen clients and delivers tailored portfolio management alongside comprehensive financial plans. The firm establishes written investment policies and asset‑allocation targets for each client and applies Modern Portfolio Theory while employing a mix of passive and active strategies and selected individual securities. It typically implements accounts on the Altruist platform, may utilize outside manager models, and conducts periodic (quarterly) reviews to align portfolios with client objectives and risk tolerance. A noteworthy characteristic is that the firm’s principal is a licensed attorney who also holds CFP® and CFA® credentials; the brochure specifies the attorney license is not used to provide legal advice and the firm is not affiliated with any law firm. Stillforest also emphasizes business‑planning work and coordination with clients’ other professionals, including participating in meetings with clients’ attorneys or tax advisors when requested.

To learn more about the advisors currently working at Stillforest Wealth Management, 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
Liem Hoang	Houston, TX	9

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