A complete list of active advisors currently associated with The Alchemists, LLC
Warmer can help you find a great advisor at The Alchemists, LLC or one who fits your needs even better.
The firm works with individual clients and employer-sponsored retirement plans, providing portfolio management, ongoing and project-based financial planning, and retirement-plan consulting and administrative support. Consistent with most supported firms, advisory compensation is asset-based and the firm offers portfolio management for individual accounts. The Alchemists generally applies passive, asset-allocation strategies informed by Modern Portfolio Theory, favoring long-term buy-and-hold holdings such as mutual funds, ETFs, stocks, and bonds and occasionally employing direct-indexing approaches. Portfolio management is typically discretionary and is integrated with ongoing financial planning for clients who engage management services, with periodic reviews and rebalancing. Distinctive aspects noted in the brochure include a program of educational workshops and seminars and an explicit focus on retirement-plan services — including participant education, fiduciary training, IPS and DIA/QDIA oversight — offerings that are less common for firms of this size. The firm’s managing member is also a licensed insurance producer and may receive commissions if clients purchase recommended insurance products, a potential conflict disclosed in the brochure and mitigated by client discretion to purchase elsewhere.
To learn more about the advisors currently working at The Alchemists, LLC, 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 |
|---|---|---|
Stamford, VT
| 14
|
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