A complete list of active advisors currently associated with TerraFirma Wealth Partners
Warmer can help you find a great advisor at TerraFirma Wealth Partners or one who fits your needs even better.
TerraFirma provides wealth management and investment advisory services to individuals and high-net-worth individuals, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement guidance. The firm manages approximately $118.5 million across about 94 client relationships and is staffed by two advisors, implementing portfolios with low-cost ETFs, mutual funds, and, when appropriate, individual stocks or unaffiliated independent managers. Investment decisions are guided primarily by fundamental analysis and a generally long-term orientation, though positions may be traded on shorter horizons for rebalancing or to meet client needs. The advisor emphasizes asset allocation and ongoing due diligence, and may use third‑party independent managers for portions of client portfolios while retaining oversight responsibility. TerraFirma’s brochure discloses a firm-level affiliation with insurance activity: the firm’s principal is licensed as an independent insurance professional and may recommend insurance products for which they could receive commission compensation, a potential conflict the firm discloses and notes that clients are not obligated to act on. Founded in May 2024, the firm also maintains institutional relationships with custodians (including Altruist and Schwab) that provide technology and support services to the advisor—economic benefits the brochure notes may create potential conflicts of interest.
To learn more about the advisors currently working at TerraFirma Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Walnut Creek, CA
| 19
| |
Walnut Creek, CA
| 13
|
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