A complete list of active advisors currently associated with Susko Wealth Advisors

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

Susko Wealth Advisors provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include portfolio construction using individual stocks, ETFs, mutual funds and bonds, retirement-account advice, and written financial plans or consultations. The firm generally follows a long-term investment approach informed by both fundamental and technical analysis, while retaining flexibility to rebalance or trade shorter-term as needed to meet client objectives. Accounts are monitored on a continuous basis with formal reviews at least annually, and advisory fees are billed as a percentage of assets in advance on a quarterly basis with trades implemented through the client’s chosen custodian. A distinctive feature disclosed in the brochure is that the firm’s principal holds both CPA and CFP® credentials and the firm offers separate, fee-based tax-preparation services — an arrangement the brochure notes can create potential conflicts of interest and is offered independently of investment advisory services. The firm also describes an institutional relationship with a national custodian that provides software and support to the advisor, creating economic benefits to the firm that may influence its custodian recommendation.

To learn more about the advisors currently working at Susko Wealth 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.