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

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

The Wealth Observatory is an independent, state-registered advisory run by a single-owner advisor that provides investment consulting and comprehensive wealth planning to individual and estate clients. The firm offers a complimentary initial review, including an existing-portfolio analysis, and accepts clients without a formal asset minimum. Its investment approach is explicitly academic and Modern Portfolio Theory–based, using written Investment Policy Statements to guide discretionary portfolio management, strategic asset allocation, and periodic rebalancing. Portfolios typically incorporate factor tilts toward smaller-cap, value, and higher-profitability equities while using high-quality, short- to intermediate-term fixed income to moderate volatility. Compared with many peers, the firm manages several million dollars of discretionary assets for a very small, single-digit client roster, resulting in concentrated account relationships and personalized service. It also discloses flexible billing options beyond percentage-of-AUM (including flat retainers or hourly arrangements), uses a no-transaction-fee custodial platform (Altruist), does not maintain custody or vote proxies on client accounts, and notes the principal holds an insurance license though insurance sales are not currently solicited.

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