Threshold Wealth Advisors LLC

The firm provides wealth management and financial planning to individuals, high net worth individuals, and businesses, offering ongoing investment management as well as project-based planning that can cover cash flow, retirement, estate, insurance, tax planning, and business succession. Services include tailored investment policy development, implementation of asset allocation targets, and coordination with third‑party professionals when requested.

Its investment process blends multiple analysis methods — including fundamental, technical, cyclical, and charting techniques — within a Modern Portfolio Theory framework, and it uses both passive and active vehicles (mutual funds and ETFs) to pursue client objectives. The firm typically manages accounts on a discretionary basis, constructs individualized asset allocations to reflect goals and risk tolerance, and conducts regular monitoring and periodic reviews.

Noteworthy features include that the adviser was recently formed and, at the time of the most recent filing, reported no assets under management or clients, reflecting an early-stage practice. The firm operates on a fee-only basis, the principal holds both CFP and CFA credentials while maintaining a limited outside investment-related role, and the firm does not participate in wrap programs, does not aggregate client trades into block orders, and does not vote client proxies.