A complete list of active advisors currently associated with The Personal Wealth Coach

Warmer can help you find a great advisor at The Personal Wealth Coach or one who fits your needs even better.

The Personal Wealth Coach provides fiduciary investment advisory services to individuals, families, trusts, foundations, and privately held companies, offering discretionary portfolio management, financial planning, and business-planning services. The firm manages approximately $219 million in discretionary assets across roughly 230 client relationships and also advises on employer‑sponsored retirement accounts and sub‑accounts within variable contracts. Investment management is centered on Modern Portfolio Theory: portfolios are modeled across 20+ asset classes using Markowitz optimization, with fund selection guided by Morningstar categories and ratings and a preference for mid‑cap domestic equity allocations while generally limiting growth/blend exposures. Each client receives an Investment Policy Statement and ongoing monitoring, with periodic allocation reviews (monthly/quarterly) and optimization or rebalancing when drift or valuation deviations warrant (the firm cites a ~10% drift threshold). Compared with many peers, the firm combines a relatively small, three‑advisor team with institutional‑scale AUM and offers ancillary business services such as business valuation and equilibrium‑price analysis alongside investment management. It also routinely manages or advises on accounts held at third‑party custodians (e.g., Pershing) and provides third‑party management for variable contract sub‑accounts (e.g., Nationwide), negotiates fee/minimum arrangements on a case‑by‑case basis, and maintains a formal code of ethics and fiduciary practice.

To learn more about the advisors currently working at The Personal Wealth Coach, 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.