A complete list of active advisors currently associated with The Blackmont Group

Warmer can help you find a great advisor at The Blackmont Group or one who fits your needs even better.

The firm provides investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, and charitable organizations. It operates as a fee‑only registered adviser with a small client base and approximately $8.9 million in assets under management. Advisory services include ongoing, project‑based, and hourly financial planning alongside discretionary portfolio management that emphasizes asset allocation and Modern Portfolio Theory while using fundamental, technical, and cyclical analysis. Portfolios may combine passive and active funds, concentrated sector or single‑stock positions, and options strategies (including covered calls and short positions), and the firm monitors and advises on held‑away employer and brokerage accounts as part of its service. Noteworthy features include the firm’s recent founding and registration in 2024, a practice requirement that clients establish accounts at a recommended institutional custodian, and the explicit inclusion of held‑away account values in its ongoing oversight. The firm’s principal has training in behavioral economics and maintains a modest real estate investing activity, and the adviser provides business‑planning support and coordination with clients’ attorneys and tax professionals.

To learn more about the advisors currently working at The Blackmont Group, 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.