A complete list of active advisors currently associated with TCM Wealth Advisors

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

TCM Wealth Advisors is a fee‑only wealth management firm that serves individuals including physicians, business owners, corporate executives, retirees, near‑retirees, and clients experiencing major life transitions such as business sales, inheritances, or divorce. The firm offers discretionary investment management, financial planning, wealth‑planning services, and consulting, and it also provides analysis, recommendation, and ongoing monitoring of third‑party manager programs. The firm employs an open‑architecture, global multi‑asset approach that combines strategic and tactical asset allocation and implements portfolios primarily with mutual funds and ETFs while retaining the ability to include nontraditional alternatives (commodities, private equity, hedge‑style strategies), derivatives, and shorting when appropriate. Portfolios are managed on a discretionary basis and the firm uses an institutional custody and trading platform through Fidelity, with associated execution, reporting, and practice‑support services for its asset‑management clients. As of December 31, 2025 the firm reported roughly $29 million in discretionary assets under management and a compact client base, and it provides semiannual wealth‑planning reviews in addition to ongoing account supervision. It operates as a small, fee‑only advisory firm that emphasizes manager selection and monitoring under an open‑architecture model, does not accept commissions or proprietary product compensation, and offers flexible planning engagement formats (hourly, fixed‑fee, project) alongside ongoing wealth planning.

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