A complete list of active advisors currently associated with Tactical Wealth Partners
Warmer can help you find a great advisor at Tactical Wealth Partners or one who fits your needs even better.
Tactical Wealth Partners primarily serves high‑earning attorneys at large law firms and their households, offering comprehensive ongoing financial planning and investment management for client portfolios. The firm reports roughly $13.18 million in regulatory assets under management across about 100 client households and operates with a small advisory team. The firm’s investment program follows a diversified, tax‑aware approach grounded in Modern Portfolio Theory, emphasizing low‑cost mutual funds and ETFs with periodic rebalancing. For discretionary accounts the firm generally manages assets directly through Altruist Financial LLC, while maintaining legacy, non‑discretionary arrangements in which it acts as adviser or solicitor for third‑party managers on Schwab (Mariner) and Betterment platforms. What is distinctive about the firm is its niche focus on Biglaw attorneys combined with an uncommon client profile for its peer group: it does not describe a base of high‑net‑worth individuals despite serving high earners. The firm also recently consolidated discretionary management to a single primary custodian (Altruist) while preserving legacy third‑party relationships, and maintains a disclosed fiduciary code of ethics and proxy‑voting policy that leaves voting with clients.
To learn more about the advisors currently working at Tactical Wealth Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Zionsville, IN
| 12
| |
Southern Pines, NC
| 3
| |
Zionsville, IN
| 0
|
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