A complete list of active advisors currently associated with Sustainable Wealth Advisory Group

Warmer can help you find a great advisor at Sustainable Wealth Advisory Group or one who fits your needs even better.

Sustainable Wealth Advisory Group is a single-advisor, CFP-led registered investment advisor that provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and corporations or other business entities. Services include custom, non-discretionary portfolio management, tiered comprehensive planning (Silver, Gold, Platinum), and standalone financial planning and investment consulting engagements. The firm employs a tactical allocation approach intended to reduce risk and pursue improved performance, using fundamental, technical, and cyclical analysis as appropriate. It implements that approach across a wide range of instruments — exchange-listed and over-the-counter securities, mutual funds, municipal and U.S. government securities, variable insurance products, private placements, and interests in real estate or oil and gas partnerships — and routinely recommends reallocations, cash positions as hedges, and targeted stock selections to adjust sector or dividend exposure. Noteworthy for an independent, single‑advisor practice, Sustainable Wealth accepts institutional-type clients (charitable organizations and business entities) in addition to individuals while generally excluding lower-net-worth retail clients, reflected in its stated account minimum and its policy of reserving certain plan-update concessions for larger managed accounts. The firm’s small scale (one advisor, 33 clients, roughly $4 million in AUM), non‑discretionary trading model, and the principal’s dual role as a CFP and licensed insurance producer — with coordination of third‑party tax and estate specialists when needed — further distinguish its operating model from many peers.

To learn more about the advisors currently working at Sustainable Wealth Advisory Group, 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.