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

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

Telos Partners LLC is an SEC‑registered investment adviser overseeing roughly $139 million in discretionary assets across about 65 client relationships supported by three advisory professionals. The firm offers investment management, both ongoing and project‑based financial planning, hourly consulting, family‑office consulting, and public or private educational seminars and speaking engagements. Telos employs multiple proprietary, primarily long‑term, growth‑oriented strategies that combine individual equities, fixed income and selective funds, and it incorporates ESG and impact‑oriented screening when requested by clients. Portfolios are typically managed on a discretionary basis after onboarding questionnaires that capture goals and values; the firm also uses outside managers and conducts due diligence on alternative and early‑stage investments when appropriate. Notable for a firm of its size, Telos is directly owned by related advisory entities and maintains an affiliated tax preparation/consulting business that it may recommend to clients, a relationship the brochure discloses as a potential conflict of interest. The firm’s emphasis on bespoke family‑office services (including private fund and direct‑investment diligence and liquidity management) and its offering of educational seminars are features less commonly observed among peer advisers in this category.

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

You can also browse Telos Partners LLC's office locations.