A complete list of active advisors currently associated with TradeWell Tax & Financial
Warmer can help you find a great advisor at TradeWell Tax & Financial or one who fits your needs even better.
TradeWell Tax & Financial advises individual and high‑net‑worth households, delivering personalized financial planning and discretionary portfolio management. Client relationships are documented with investment policy statements and periodic reviews, and the firm offers both one‑time planning engagements and ongoing account oversight. Portfolios are built around client objectives and risk tolerances using fundamental, technical, and cyclical analysis, with discretionary trading authority on managed accounts. The firm also actively manages held‑away retirement and HSA accounts through an order management system, enabling tax‑aware asset location and opportunistic rebalancing without requiring clients’ custodial login credentials. Compared with similar‑sized team firms, TradeWell’s brochure highlights its role as an ERISA fiduciary and its ability, when appointed, to serve as a Section 3(38) investment manager for plan assets. The firm’s principals also operate a separate tax‑preparation business and maintain insurance licenses — relationships the firm discloses as potential conflicts and that create closer coordination between investment advice, tax preparation, and insurance services.
To learn more about the advisors currently working at TradeWell Tax & Financial, 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 |
|---|---|---|
Fort Wayne, IN
| 19
| |
Fort Wayne, IN
| 3
| |
Fort Wayne, IN
| 2
| |
Fort Wayne, IN
| 12
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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