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 |
|---|---|---|
Houston, TX
| 9
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")