A complete list of active advisors currently associated with Thistle Wealth Management, LLC

Warmer can help you find a great advisor at Thistle Wealth Management, LLC or one who fits your needs even better.

Thistle Wealth Management, LLC provides investment management and financial planning services to a range of clients including pooled investment vehicles, institutional and governmental entities, and high-net-worth individuals. The firm operates on a fee-only basis and offers both ongoing and project-based financial planning alongside discretionary and non-discretionary portfolio management. The firm’s investment approach is grounded in modern portfolio theory and strategic asset allocation across equities, fixed income, mutual funds, and ETFs, using a mix of passive and active vehicles to align portfolios with client objectives. Accounts are reviewed on a regular (quarterly) basis against stated goals and risk tolerances, with the firm relying on custodian valuations and executing trades on an account-by-account basis rather than on aggregated block trades. A distinguishing feature relative to many peers is the firm’s willingness to bill project-based planning on an hourly basis in addition to customary AUM-based arrangements, a practice that is relatively uncommon for managers of pooled or institutional assets. The firm also requires clients to custody assets at a recommended institutional custodian and discloses use of that custodian’s institutional support services; it is a recently formed, state-registered adviser.

To learn more about the advisors currently working at Thistle Wealth Management, LLC, 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.

Name	Location	Years of experience
Joshua Andrews	Maitland, FL	9

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