A complete list of active advisors currently associated with Tax & Investment Advisors
Warmer can help you find a great advisor at Tax & Investment Advisors or one who fits your needs even better.
Tax & Investment Advisors is a registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm reports about $101.5 million in discretionary assets as of April 20, 2026 and operates with a single investment advisory representative, offering services that include asset allocation, investment recommendations, and a five-step “Retirement Freedom Roadmap” financial planning process. The firm’s investment approach centers on asset allocation and low-cost, evidence-based indexing while also using techniques such as dollar-cost averaging and technical analysis; it emphasizes tax-aware decision making and advises ongoing consultation with tax professionals. Tax & Investment Advisors may engage Sub-Advisors to implement strategies, and it recommends custodial relationships (for example, with Fidelity) while charging advisory services on an asset-based fee basis. Noteworthy features disclosed in the brochure include that the firm is a solo practitioner managing an unusually large client load (346 clients for one adviser) and an affiliated insurance business that offers fixed insurance products and consumes roughly 15% of the principal’s time, a relationship the brochure identifies as a potential conflict and describes mitigation through disclosure and fiduciary duty. The firm also commits to annual material-change summaries and highlights the principal’s roles in financial education (author and chapter president of a financial education organization), suggesting a content and client-education emphasis beyond typical advisory services.
To learn more about the advisors currently working at Tax & Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Newburyport, MA
| 37
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")