A complete list of active advisors currently associated with Thistle Wealth

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

Thistle Wealth LLC is a fee-only, registered investment adviser that provides discretionary investment management alongside comprehensive and project-based financial planning to individuals, high-net-worth clients, and family trusts. The firm works with a small client roster and delivers ongoing advice on retirement, estate, cash‑flow, tax‑aware investment analysis, and business planning matters. The firm’s investment process draws on modern portfolio theory and employs a mix of passive and active strategies to construct asset-allocation targets and manage portfolios on a discretionary basis, with recommendations spanning stocks, bonds, mutual funds, ETFs and cash equivalents. Thistle Wealth coordinates with third‑party professionals for tax, legal, and insurance matters and offers targeted services such as employee benefits optimization and business‑owner exit planning as part of its financial planning work. Distinctive operational features include a recent 2025 launch as a solo-registered adviser with a concentrated client base and the use of multiple custodial platforms — including a required institutional custodian for most accounts, TIAA for employer-sponsored plans, and a digital custodian for certain client relationships. The firm also evaluates and recommends real‑estate‑focused alternatives (including limited partnerships, private placements and DSTs), does not aggregate block trades, and emphasizes tailored, project‑based engagements, differentiating it from many peers.

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