A complete list of active advisors currently associated with The Renn Wealth Management Group, Inc.

Warmer can help you find a great advisor at The Renn Wealth Management Group, Inc. or one who fits your needs even better.

The Renn Wealth Management Group, Inc. provides investment management and fee‑based financial planning to individuals—including high‑net‑worth clients—along with business owners, trusts and retirement plans. Services include discretionary and non‑discretionary portfolio management, written financial plans, and recommendations of third‑party money managers and model portfolios. The firm describes an institutional investment approach that incorporates forward‑looking capital markets assumptions, asset‑allocation optimization and relative strength analysis, and it tailors portfolios to clients’ risk profiles and long‑term objectives with regular monitoring. RWMG also acts as a portfolio manager within Raymond James‑sponsored wrap fee programs and uses sub‑advisers and model portfolios; as of December 31, 2025 it reported roughly $100.1 million in discretionary assets and $51.8 million in non‑discretionary assets. Compared with many peers, RWMG’s advisors also serve as registered representatives of a broker‑dealer and maintain affiliations with insurance agencies, enabling the firm to facilitate commissionable securities and insurance transactions in addition to advisory services. The firm discloses these additional compensation sources and its role in wrap‑fee programs as potential conflicts of interest and describes client options and monitoring practices to address them.

To learn more about the advisors currently working at The Renn Wealth Management Group, 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.

You can also browse The Renn Wealth Management Group, Inc.'s office locations.