A complete list of active advisors currently associated with Timeless Wealth

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

The firm provides financial planning and investment management to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and businesses. Services include ongoing financial planning and discretionary portfolio management, one‑time project planning engagements, and advisory assistance with fee‑based annuities treated as assets under advisement. Timeless Wealth operates as a fee‑only adviser using percentage‑of‑AUM billing for ongoing services and develops client investment policies centered on asset allocation and risk tolerance. The firm employs a mix of passive and active strategies and uses fundamental, technical, and cyclical analysis alongside modern portfolio theory, typically reviewing accounts quarterly and permitting client‑imposed written restrictions. Noteworthy features disclosed in the brochure include that the firm’s principal maintains outside employment as a tax preparer with an independent accounting practice (a seasonal commitment concentrated January–April) and serves as treasurer of a local foundation, and the firm represents a recently formed, solo practice with no regulatory AUM reported at the brochure date. The firm also notes the principal recently obtained the CFP® designation and discloses that it does not accept commissions for product sales.

To learn more about the advisors currently working at Timeless 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.