A complete list of active advisors currently associated with Tiemann Investment Advisors, LLC

Warmer can help you find a great advisor at Tiemann Investment Advisors, LLC or one who fits your needs even better.

Tiemann Investment Advisors serves individuals and families — including high‑net‑worth clients and related entities such as IRAs and trusts — providing discretionary portfolio management, portfolio consulting, and a suite of services directed to other investment professionals. The firm also offers model development, portfolio analysis, transition management, and occasional expert‑witness or consulting engagements for third‑party advisors under separate agreements. TIA’s investment process is grounded in Modern Portfolio Theory and quantitative market models, using individual securities for larger allocations and pooled vehicles (ETFs, mutual funds) where they are more cost‑effective. Portfolios are customized to each client’s circumstances — occupation, geography, existing holdings, and social or restricted preferences — with explicit tax‑management considerations and ongoing monitoring (weekly oversight and detailed quarterly reviews). Distinctive aspects disclosed in the brochure include its regular, written client reporting (quarterly reports with market reviews, graphical presentations, and transaction ledgers) that function as a periodical. The firm is a closely held adviser that discloses an affiliation with an exempt‑reporting adviser controlled by one of the owners (and a firm principal serving in a financial officer role for that affiliate), and it routinely works with outside advisors via separate subadvisory arrangements — relationships that are less common among comparable supported firms.

To learn more about the advisors currently working at Tiemann Investment Advisors, 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.