A complete list of active advisors currently associated with Tender Wealth
Warmer can help you find a great advisor at Tender Wealth or one who fits your needs even better.
Tender Wealth provides financial planning and consulting to individuals and high‑net‑worth clients and offers educational seminars and workshops tailored to businesses, working groups, and organizations, typically delivered as one‑hour presentations on topics such as financial literacy, budgeting, and retirement planning. The firm does not provide investment management or custody services; clients are responsible for implementing recommendations through custodians or brokers of their choice. The firm delivers comprehensive financial planning across areas including goal prioritization, net worth and cash‑flow analysis, insurance review, tax minimization strategies, education funding, investment review and estate coordination, with plans generally completed within six months. Engagements are offered either hourly or as ongoing fixed‑fee arrangements with monthly check‑ins to support implementation, and investment consultations emphasize fundamental analysis and ESG considerations when recommending cash positions, mutual funds, ETFs, or fixed income. Several features are notable for a newly formed advisor that does not manage client assets: it routinely offers both hourly and fixed‑fee planning options, charges project‑based fees for one‑hour educational seminars (up to the stated $650 rate), and bills as a fee‑only adviser while explicitly not operating or advising private funds. The firm’s principal also discloses an outside activity running an after‑school program that pairs ultimate‑frisbee instruction with basic financial literacy lessons, a specific non‑advisory offering noted in the brochure.
To learn more about the advisors currently working at Tender Wealth, 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 |
|---|---|---|
Silver Spring, MD
| 0
|
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