A complete list of active advisors currently associated with Thrive Retirement Specialists
Warmer can help you find a great advisor at Thrive Retirement Specialists or one who fits your needs even better.
Thrive Retirement Specialists serves high‑net‑worth individuals who are nearing or in retirement, offering an integrated retirement planning and discretionary investment management service branded as ThriveRetire™. The firm manages a concentrated client base and customizes plans to align retirement spending goals with a client’s broader balance sheet and identified retirement risks. The firm follows a passive, probability‑based investment approach, building broadly diversified portfolios from nine index funds and selecting funds through fundamental analysis of benchmark coverage, expense, tracking error, and liquidity; portfolios are monitored and rebalanced quarterly to preserve target characteristics. Clients receive comprehensive retirement planning that explicitly assesses the firm’s stated “Big Five” retirement risks and includes semi‑annual formal plan updates. Distinctively, the firm does not charge advisory fees based on a percentage of assets and is compensated directly by clients without third‑party payments, a fee arrangement uncommon among peers. It focuses exclusively on high‑net‑worth retirement clients, implements trades on an individual rather than block basis, and leaves proxy voting to clients rather than exercising voting authority on their behalf.
To learn more about the advisors currently working at Thrive Retirement Specialists, 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 |
|---|---|---|
Royal Oak, MI
| 10
| |
Royal Oak, MI
| 10
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")