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

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

The firm provides fee-only financial planning and investment management primarily for individuals and high-net-worth households, offering both ongoing advisory relationships with discretionary portfolio management and limited-scope project-based planning. It also provides tax return preparation and participant-level pension consulting for held-away employer-sponsored plans, with non-investment consulting engagements offered separately to unaffiliated CPA firms. Its investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and a combination of passive and active funds across equities, fixed income, ETFs, mutual funds, and cash to match clients’ risk tolerance and goals. The adviser typically implements portfolios on a discretionary basis when authorized, conducts periodic reviews (including annual account reviews), and provides educational, non-discretionary guidance for held-away retirement plan participants. What is distinctive about the firm is its small, recently established, solo-practitioner structure combined with formal tax and CPA-focused services — including tax return preparation and consulting to CPA firms — which are uncommon among independent advisors. The principal’s formal tax credentials and emphasis on tax-aware planning, plus the provision of pension participant consulting rather than plan-level fiduciary services, differentiate the firm from many peers.

To learn more about the advisors currently working at Styra 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.