A complete list of active advisors currently associated with Suttle Crossland Wealth Advisors, LLC

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

Suttle Crossland Wealth Advisors serves individuals, high-net-worth clients, and employer plan sponsors, providing wealth management, financial planning, and retirement plan consulting to plan fiduciaries. The firm delivers ongoing investment management and written financial plans and advises businesses on plan design, fee analysis, participant education, and vendor searches. The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, blending passive and active strategies with tactical deviations to manage risk and pursue client objectives. It manages discretionary accounts with quarterly reviews and also implements allocation and rebalancing for “held-away” assets (e.g., 401(k)s, 529s, variable annuities) through an order management system. Noteworthy for a small independent advisor, SCWA reports roughly $101 million in assets under management for about 53 clients and is co-owned by two principals rather than operating as a solo practitioner. The firm’s retention of retirement plan consulting services and the principals’ industry experience at firms such as Vanguard and USAA, along with professional credentials (CFP® and, for one principal, CFA and Enrolled Agent), distinguish its advisory mix.

To learn more about the advisors currently working at Suttle Crossland Wealth Advisors, LLC, 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.

Warmer team member

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)