A complete list of active advisors currently associated with Tepp Wealth Management

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

Tepp Wealth Management provides investment management, financial planning, retirement-plan advisory, legacy management, and consulting services to individuals, high‑net‑worth families, estates, trusts, retirement plans and corporate clients. The firm reports approximately $195.7 million in regulatory assets under management across about 149 client relationships and operates with three advisors. The firm’s investment process emphasizes diversified asset allocation with a mix of strategic and tactical allocations, long‑term holdings, and value‑oriented selections, primarily using equities, fixed income, mutual funds and ETFs while selectively recommending alternative investments when appropriate. Portfolios may be managed on a discretionary or non‑discretionary basis, with rebalancing and trading guided by model‑manager, quantitative, technical and fundamental inputs, and client reporting consolidated through eMoney and Advyzon platforms. A distinctive feature is an affiliation with Tepp Accounting and Business Services, Inc., through which the firm coordinates tax planning and facilitates tax‑related services alongside its investment advice. The firm is a recent SEC‑registered RIA (registered in 2024) with an atypically large asset base for a three‑advisor firm and maintains client education channels such as a podcast in addition to its integrated advisory and reporting technology.

To learn more about the advisors currently working at Tepp Wealth Management, 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.