A complete list of active advisors currently associated with Trustwell Financial Advisors, LLC

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

TrustWell primarily serves individuals, couples, and family members, while also advising small businesses, trusts, foundations, and other fiduciaries. The firm provides fee-only financial planning and ongoing asset management, documenting the scope of each engagement in a written agreement before work begins. TrustWell generally manages client portfolios on a discretionary basis and emphasizes personalized asset allocation and cross‑asset diversification using mutual funds, ETFs, and, where clients request, individual securities. The firm accommodates values‑based screening (including Biblically Responsible Investing, ESG, and SRI options), may at times use concentrated or leveraged/inverse strategies when appropriate, and operates through Charles Schwab as its primary custodian while using third‑party platforms to manage held‑away accounts without taking custody. Notable operational features include a money‑back guarantee offered at the time a financial plan is presented, an explicit disclosure that the firm uses AI tools (including meeting transcription) with an opt‑out option, and a firm policy of not accepting referral fees. The brochure also discloses that all reported assets are managed on a discretionary basis, the firm relies solely on Schwab for custody (with standing letters of authorization in place), and the ownership team consists of CFP® practitioners.

To learn more about the advisors currently working at Trustwell Financial 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.