A complete list of active advisors currently associated with Timmons Wealth Management

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Timmons Wealth Management provides wealth management services to individuals — including high‑net‑worth households — as well as small businesses and charitable organizations, combining investment management with customized financial planning as part of its standard client engagement. The firm prepares a written Investment Policy Statement for each client household and generally manages accounts on a discretionary basis. The firm’s investment process blends fundamental due diligence on funds and managers with cyclical (macro) analysis to establish and actively manage customized asset allocations, primarily using mutual funds and ETFs with selective use of individual securities and REITs. Timmons also makes limited use of alternative strategies, including interval funds, as diversification tools when appropriate, and monitors and rebalances portfolios in line with clients’ objectives. Noteworthy attributes include a relatively large asset base managed by a compact advisor team — roughly $179 million across about 150 client households — and inclusion of financial planning within the ongoing advisory relationship rather than as a standalone offering. The firm directs clients to an institutional custodian platform, does not participate in wrap programs, leaves proxy voting to clients, and maintains a formal Code of Ethics with personal‑trading restrictions.

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