A complete list of active advisors currently associated with Transcend Wealth

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

Transcend Wealth provides fee‑based financial planning and portfolio management to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary asset management, ad‑hoc project planning, and dedicated variable annuity management. The firm does not sell annuities or insurance for commission and relies on qualified custodians to hold client assets. The firm’s advisory process is individualized and documented, beginning with a one‑hour discovery meeting and a 90‑minute data‑gathering session, followed by strategy and implementation meetings to establish an investment policy and asset allocation target; fundamental analysis is used in security selection and portfolios are monitored with periodic reviews. Financial planning engagements are offered on fixed‑fee or hourly bases, with plans typically delivered within 90 days and ongoing account reviews performed quarterly or as market conditions warrant. Noteworthy among peers, Transcend Wealth regularly offers public educational seminars and workshops (priced at $49–$149 per person) that are explicitly educational rather than sales‑oriented, a service that is uncommon for firms in this category. The firm is led by a CFP® professional and combines a fee‑only advisory model with services such as variable annuity portfolio management, while affirming it does not accept commissions for product sales.

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