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 serves individual clients (including high-net-worth individuals) as well as institutional clients such as employer-sponsored retirement plans, foundations, trusts, and estates, offering wealth management, financial consulting, and retirement plan advisory services. Wealth management engagements are generally discretionary and include comprehensive financial lifestyle planning and ongoing portfolio management. The firm’s investment approach is grounded in Modern Portfolio Theory and typically uses exchange-traded funds and individual stocks as primary portfolio building blocks, with mutual funds, bonds, and other instruments used as appropriate. Client inputs (interviews, risk-tolerance questionnaires, and investment policy statements) guide portfolio construction, and the firm applies a mix of fundamental, technical, cyclical, and macro analysis with periodic account reviews. Noteworthy for a firm of its size, Twenty Twenty explicitly incorporates participant education and client-focused educational outreach into its retirement plan services and consulting, offering plan-level education and materials as part of engagements. The firm also accepts ERISA fiduciary roles for plans, coordinates with clients’ other advisors on estate and tax matters, and its advisory team includes credentialed professionals (including CFP and AIF designees).

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.