A complete list of active advisors currently associated with The Wealth Conservatory

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

The Wealth Conservatory serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and business entities with comprehensive financial planning, consulting, wealth management, and educational workshops and seminars. Clients engage the firm under written agreements and may choose one-time planning engagements or ongoing advisory memberships. The firm functions primarily as an investment consultant rather than an analyst of individual securities, generally allocating assets to mutual funds and ETFs while employing Modern Portfolio Theory and a systematic, academic approach to asset allocation and rebalancing. It emphasizes access to institutional share classes and restricted funds, implements frequent rebalancing and opportunistic tax-loss harvesting, and manages portfolios on a discretionary basis across multiple custodians. Operating with three advisors and roughly $138 million in discretionary AUM across about 121 clients, The Wealth Conservatory offers an Investment Steward membership that includes consolidated quarterly reporting, an online portfolio database, and automatic calculation and execution of required minimum distributions—services that are less common among peers of similar size. The firm also offers fee-only planning on a fixed or hourly basis in addition to its asset-based wealth management and does not accept authority to vote client proxies.

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