A complete list of active advisors currently associated with TARA Wealth

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

TARA Wealth provides investment management and comprehensive financial planning to individuals, couples, high‑net‑worth clients, charitable organizations, and business owners. The firm offers bundled Total Wealth Management and standalone planning engagements and generally conducts meetings virtually, supplemented by phone and email communication. Investment implementation emphasizes passive, asset‑class portfolios (index funds and ETFs) and the firm can operate under discretionary authority for managed accounts. In contrast to most peers, a slightly larger share of the assets TARA Wealth advises are maintained in advisory/financial‑planning relationships (non‑discretionary) rather than in discretionary managed portfolios. The firm is a small, two‑advisor practice whose principals hold CFP® credentials and are also licensed to recommend insurance and annuity products (commissions from those sales are disclosed to clients). Custody is maintained with a qualified third‑party custodian and TARA Wealth does not vote client proxies, leaving proxy voting and corporate action decisions to clients unless otherwise requested.

To learn more about the advisors currently working at TARA Wealth, 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.