A complete list of active advisors currently associated with TQM Wealth Partners

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

TQM Wealth Partners is a small, supported registered investment adviser that manages about $124 million for roughly 65 clients and serves individuals (including high-net-worth clients), small businesses, foundations, and charitable organizations. The firm offers both financial planning—ranging from one-time financial counseling to financial independence and family wealth planning—and investment management on discretionary and non‑discretionary bases, with the option to use third‑party managers. Investment advice is guided by a globally diversified, long‑term discipline that combines fundamental, charting/technical, and cyclical analysis and employs strategies such as active management, Core+Satellite, and Modern Portfolio Theory. The firm develops household balance sheet–based investment guidelines and custom portfolios, reviews accounts quarterly or more frequently, and conducts due diligence when recommending external managers. Compared with many peers, the firm discloses use of endorsements and client testimonials in its advertising, a practice that is relatively uncommon among supported firms. It also offers an uncommon family‑focused planning service described as creating a “moral biography of wealth” (including interviews with family members, a family mission statement, and facilitated family meetings), maintains a back‑office relationship with Asset Dedication that can provide breakpoint discounts, and has a principal who is a licensed insurance producer (disclosed in the brochure).

To learn more about the advisors currently working at TQM Wealth Partners, 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.