A complete list of active advisors currently associated with TBMS Wealth LLC

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

TBMS Wealth LLC provides investment management and financial planning to a small, primarily individual client base as well as trusts, estates, foundations, endowments, and business entities. The firm offers ongoing discretionary portfolio management, comprehensive and modular financial planning, and project-based or hourly advice, including coordination with outside attorneys and accountants and assistance with held-away accounts. The firm’s investment approach blends fundamental economic analysis and manager/fund screening with both active and passive strategies, emphasizing tax efficiency, low-cost funds, and periodic rebalancing tailored to each client’s objectives and risk tolerance. It will, in limited circumstances, recommend fee-based annuity contracts to preserve tax deferral or restructure existing insurance/annuity positions, but does not sell annuities or receive commissions for product sales. Managing roughly $9.4 million in discretionary assets for a client roster in the low double-digits, TBMS Wealth operates as a single-advisor practice that stresses personalized oversight and formal compliance controls, including a Code of Ethics, privacy safeguards, and procedures for protecting vulnerable adults. The firm recommends institutional custodians and discloses receipt of custodial support services while maintaining an independent, fee-based advisory model rather than commission-based compensation.

To learn more about the advisors currently working at TBMS Wealth 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.