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

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

Trellis Wealth Advisors provides investment advisory services primarily to individuals and families and also serves trusts, endowments, foundations and employer‑sponsored retirement plans. The firm offers ongoing portfolio management, retirement‑plan consulting, and the ability to place portions of client assets with third‑party managers for specialized needs. Trellis emphasizes long‑term strategic asset allocation and a passive, buy‑and‑hold implementation using broad‑based, low‑cost mutual funds and ETFs, with portfolios customized to each client’s objectives and constraints. The firm generally manages accounts on a discretionary basis and performs regular monitoring, rebalancing and client reporting. Compared with many peers that serve a broad retail base, Trellis seeks to work with larger portfolios (it generally targets multi‑million dollar portfolios) and maintains a relatively small client roster relative to its assets, indicating a focus on higher‑net‑worth households and more individualized portfolio oversight. The firm also deploys third‑party managers in specific circumstances—such as concentrated employer stock, low cost‑basis positions, or tax‑sensitive mandates—and its senior team includes professionals with institutional custody and private‑bank backgrounds.

To learn more about the advisors currently working at Trellis 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.