A complete list of active advisors currently associated with Twenty Twenty Investment Advisors, LLC

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

Twenty Twenty Investment Advisors provides wealth management, financial consulting, and retirement plan advisory services to individuals, high‑net‑worth clients, foundations, charitable organizations, employer‑sponsored retirement plans, trusts and estates. The firm offers discretionary portfolio management and also accepts standalone financial consulting engagements. Its investment process references Modern Portfolio Theory and combines passive and active techniques, typically implementing client allocations with exchange‑traded funds and individual equities while also using mutual funds, fixed income and other instruments as appropriate. Client plans are developed from interviews, risk‑tolerance questionnaires, third‑party risk‑analysis tools and investment policy statements, and the firm works with clients’ other advisors to coordinate tax, estate and cash‑flow objectives. A distinctive feature of the firm, relative to many peers, is its emphasis on education: Twenty Twenty provides participant and client education through seminars and workshops as part of its retirement plan and consulting services. The firm also discloses that it accepts ERISA plan fiduciary roles for retirement plans and reports limited custody in specific situations where clients have authorized standing limited powers of attorney for transfers, while utilizing institutional custodian services and block‑trading capabilities.

To learn more about the advisors currently working at Twenty Twenty Investment 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.