A complete list of active advisors currently associated with Tucker Wealth Advisory

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

Tucker Wealth Advisory provides fee‑only financial planning and related consulting to individuals—with a primary focus on high‑net‑worth clients—and to business owners. Services include comprehensive written financial plans offered on ongoing or project bases, business planning, employee benefits optimization, estate and tax planning, and coordination with third‑party attorneys, accountants, and insurance professionals. The firm does not provide portfolio management, custody, or discretionary trading; investment advice is delivered within financial plans and clients implement recommendations through their chosen custodians. Its analysis and recommendations draw on modern portfolio theory alongside fundamental, technical, and cyclical methods, and it evaluates mutual funds and ETFs using both passive and active strategies to inform asset allocation and long‑term planning. Distinctive features relative to many independent peers include the absence of percentage‑of‑AUM fees and the lack of asset management—Tucker Wealth Advisory instead uses fixed and project‑based fee arrangements and accepts no commissions. The firm’s principal holds CFP® and CFA® credentials and an MBA from a leading business school, and the practice also offers CFO consulting to small companies and active participation in client meetings with attorneys and tax advisors, which may be atypical for a solo adviser.

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