A complete list of active advisors currently associated with Timonier
Warmer can help you find a great advisor at Timonier or one who fits your needs even better.
Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities, and also offers retirement plan advisory and consulting. The firm combines portfolio management with comprehensive financial planning, estate planning, and tax planning for both high-net-worth and non-HNW clients. The firm follows a multi-generational, family-office approach that emphasizes a holistic financial plan and long-dated, structured portfolios; its investment philosophy is long-only, favors market efficiency, and prioritizes asset allocation, periodic rebalancing, low turnover, and tax efficiency. Timonier also serves as a named fiduciary for certain retirement plans and provides ERISA-focused services such as model portfolios, investment menu design, and participant education. Timonier is notable among peers for integrated professional affiliations: certain representatives maintain real estate licenses through an affiliated brokerage, several team members are licensed CPAs and provide in-house tax planning and preparation, and some advisors provide legal services through an independent law practice. The firm also implements multi-generational client incentives (for example, fee concessions for second-generation accounts and waived advisory fees for college 529 plan implementations), reflecting its emphasis on family continuity.
To learn more about the advisors currently working at Timonier, 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 |
|---|---|---|
Winston Salem, NC
| 13
| |
Winston Salem, NC
| 28
| |
Winston Salem, NC
| 0
| |
Winston Salem, NC
| 4
|
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