A complete list of active advisors currently associated with Telos Capital Partners

Warmer can help you find a great advisor at Telos Capital Partners or one who fits your needs even better.

Telos Capital Partners serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides investment management, financial planning, retirement plan consulting, and related services, and includes a bookkeeping offering as part of its wealth management engagements. The adviser operates on a fee‑only basis and typically manages client portfolios on a discretionary basis using asset‑allocation principles that blend passive and active strategies, fundamental analysis, and modern portfolio theory. For execution and model‑based tax‑loss harvesting the firm has a sub‑advisory arrangement with a third‑party platform (55ip), and it advises qualified clients on alternative investments such as hedge funds, private equity, and real estate while limiting its direct authority to place client funds into those vehicles. The firm is relatively new (registered in 2024) and runs a compact, multi‑disciplinary team that includes a licensed CPA and a CFP®‑credentialed advisor, which informs its tax‑aware planning and retirement‑plan consulting work. It applies a $2,000,000 account minimum (subject to waiver) and provides no‑additional‑charge bookkeeping for larger accounts, combining individual wealth management and employer plan services within a small advisor group.

To learn more about the advisors currently working at Telos Capital 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.