A complete list of active advisors currently associated with Strategic Portfolio Advisors

Warmer can help you find a great advisor at Strategic Portfolio Advisors or one who fits your needs even better.

The firm provides investment management and financial planning services to individuals and high‑net‑worth clients, as well as to charitable organizations and corporate or business clients. Services include ongoing asset management offered on both discretionary and non‑discretionary bases, plus tailored financial planning and consulting on topics such as retirement income, tax planning, and college planning. Investment programs are developed from each client’s stated goals, time horizon, and risk tolerance and use a mix of fundamental, technical, and charting analysis; strategies may include option writing and limited use of leverage. While the firm can exercise discretionary authority, the majority of assets are managed non‑discretionarily — approximately $84.7M non‑discretionary versus $12.7M discretionary as of December 31, 2025 — so the adviser frequently seeks client approval before executing trades. Notable features that distinguish the firm from many peers include its higher-than-typical concentration of non‑discretionary assets and its client mix that explicitly includes charitable organizations and corporate clients. The sole owner also maintains a licensed insurance practice and may receive commissions for insurance sales, and the firm disclosed an administrative consent order entered in 2019 for prior disclosure and registration deficiencies (including a civil penalty), with commitments to file timely updates and correct reporting going forward.

To learn more about the advisors currently working at Strategic Portfolio Advisors, 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.