A complete list of active advisors currently associated with Transcend Advisor Inc.

Warmer can help you find a great advisor at Transcend Advisor Inc. or one who fits your needs even better.

Transcend Advisor, Inc. is a registered investment adviser that provides discretionary investment management, financial planning, and occasional consulting to individuals, high net worth clients, family trusts, pension and profit-sharing plans, charitable organizations, and business entities. Services include ongoing portfolio management and the development and monitoring of written financial plans and investment policy statements. The firm describes a long-term, value-oriented investment process grounded in classic securities valuation and Graham-and-Dodd principles, emphasizing securities selection and dividend-yielding assets for clients seeking stable income. Portfolios are diversified across mutual funds, ETFs, equities, fixed income and REITs, and the adviser typically implements strategies on a discretionary basis while allowing client-imposed restrictions. While the firm follows the common percentage-of-assets billing model used by most peers, it also makes an uncommon offering among investment managers by charging hourly fees for stand‑alone planning or when no assets are under management. The brochure highlights multi-decade institutional investment experience in leadership, adherence to a CFA-based Code of Ethics, the use of third‑party custodians with fee-deduction procedures, and plans to offer a separate total‑return product aimed at younger clients.

To learn more about the advisors currently working at Transcend Advisor Inc., 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.