A complete list of active advisors currently associated with Terry Peschl & Associates, Inc.

Warmer can help you find a great advisor at Terry Peschl & Associates, Inc. or one who fits your needs even better.

The firm provides ongoing financial planning and wealth-management advice, selection and oversight of third‑party money managers, and employer retirement plan services including plan-level consulting and participant education. Its advisory engagements are tailored to client needs and may range from comprehensive financial plans to limited-scope services with an expectation of client participation and periodic reviews. Rather than directly managing client portfolios, the firm recommends and monitors third‑party money managers who assume discretionary authority over accounts; the brochure states the firm does not manage client assets itself and reports no discretionary or non‑discretionary AUM. The firm relies on manager model portfolios and performance monitoring to align manager strategies with clients’ objectives, and it may recommend replacing managers if their investment characteristics or performance materially deviate from expectations. Compared with many peers, the firm’s business is oriented toward selecting and supervising outside managers and providing retirement‑plan consulting instead of acting as a direct portfolio manager for individual accounts. It is a long‑standing, sole‑owner advisory practice that does not vote client proxies and emphasizes written engagements, annual reviews, and education for employer plan participants.

To learn more about the advisors currently working at Terry Peschl & Associates, Inc., 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.