A complete list of active advisors currently associated with Traditions Wealth Advisors, LLC.

Warmer can help you find a great advisor at Traditions Wealth Advisors, LLC. or one who fits your needs even better.

Traditions Wealth Advisors serves individual clients — including high net worth individuals — as well as trusts, estates, and small businesses, offering comprehensive financial planning, wealth management, and customized investment management. The two-advisor firm manages approximately $94.8 million across roughly 75 client relationships. The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite framework, implemented largely with no-load institutional mutual funds and exchange-traded funds, and, when appropriate, third-party money managers. Traditions typically manages the majority of client accounts on a non-discretionary basis — consulting with clients before trades — while accepting limited powers of attorney for select discretionary mandates and conducting semiannual account reviews. What is notable about Traditions relative to peers is its regular production of periodicals, special reports, and investment charts and its provision of educational seminars and workshops to clients. The firm also maintains affiliated entities that support financial literacy and institutional stewardship (Spirit Stewardship Ministries and Spirit Fiduciary Partners), reflecting an organizational emphasis on education and pro bono endowment advising that is uncommon among similarly sized advisers.

To learn more about the advisors currently working at Traditions Wealth Advisors, LLC., 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.