A complete list of active advisors currently associated with The Financial Architects Wealth Management LLC

Warmer can help you find a great advisor at The Financial Architects Wealth Management LLC or one who fits your needs even better.

The firm provides non‑discretionary investment management, financial planning, and retirement plan advisory services to a small client base of individuals and employer‑sponsored plans, managing roughly $472,000 in client assets. It also facilitates access to third‑party manager programs and model portfolios through external platforms disclosed in its brochure. The firm’s portfolio work is primarily non‑discretionary, meaning it generally obtains client approval before executing transactions and conducts regular reviews while monitoring third‑party managers’ performance. Its investment analysis draws on a mix of fundamental, technical, charting and cyclical methods, and recommendations may include long‑ and short‑term strategies as well as TPM strategies disclosed by the managers. Noteworthy differences from many peers include affiliated insurance activities and receipt of insurance commissions and incentive payments tied to a third‑party manager, arrangements the firm discloses and identifies as potential conflicts of interest. The firm also provides limited‑scope ERISA 3(21) pension consulting and participant education services, an offering that is less common among similarly sized independent advisers.

To learn more about the advisors currently working at The Financial Architects Wealth Management 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.