A complete list of active advisors currently associated with Terra Wealth

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

Terra Wealth Management provides holistic financial planning and discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients) and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s Form ADV reports $152,005,349 in assets under management as of December 31, 2025. Terra Wealth works with clients through a process of individualized planning and ongoing reviews, using an investment committee to assemble diversified portfolios that commonly include mutual funds, ETFs, and fixed and variable annuities. The firm also integrates external managers and TAMPs for portions of client assets and uses a third‑party platform to facilitate discretionary oversight of held‑away retirement accounts. Compared with many peers, Terra Wealth operates across multiple offices and discloses a range of third‑party marketing and transition arrangements: the brochure describes Fidelity providing marketing, CRM and transition‑related support (including reimbursement of certain transfer/account exit fees) and highlights referral‑related compensation for software and professional introductions. The brochure also discloses that some advisory personnel are licensed insurance agents and registered representatives, reflecting a broader set of third‑party relationships and compensation sources than is typical for many team‑size firms.

To learn more about the advisors currently working at Terra 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.