A complete list of active advisors currently associated with The Spano Group Wealth Managers

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

The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high‑net‑worth clients, corporations, other business entities, and charities. Its financial planning services include tax, insurance, retirement, and estate planning and may be delivered as consultations or written plans. The firm employs fundamental analysis to construct portfolios using stocks, bonds, mutual funds (including ETFs), government securities and options, and it generally manages accounts on a non‑discretionary basis, obtaining client approval before trades and performing monthly reviews. For investments it does not manage directly—particularly alternative strategies—it recommends and monitors third‑party money managers and may use co‑advisory structures with unaffiliated advisers for retirement plans. The owner and associates are licensed insurance agents who sell non‑variable insurance products for commission, a potential conflict of interest the brochure discloses. The firm also offers ERISA‑related retirement plan consulting—conducting plan searches and bid analyses, monitoring fiduciary compliance, and acting as a 3(21) co‑fiduciary in co‑advisory relationships—services that are less commonly offered by similar independent advisers.

To learn more about the advisors currently working at The Spano Group Wealth Managers, 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.