A complete list of active advisors currently associated with Twin Tiers Consulting, LLC

Warmer can help you find a great advisor at Twin Tiers Consulting, LLC or one who fits your needs even better.

Twin Tiers Consulting is a state‑registered, independent investment adviser operating as a solo practitioner that provides discretionary portfolio management and consulting to individuals, high‑net‑worth clients, trusts and estates, charitable organizations and corporations. The firm manages about $24 million across roughly 55 client relationships and typically maintains a stated relationship minimum around $500,000, with waivers possible. The adviser constructs customized investment policies and asset allocations using a blend of fundamental and technical analysis and implements portfolios across mutual funds, ETFs, individual equities and fixed income, and—where suitable—options, margin and short‑term strategies. It also provides retirement, estate and rollover guidance and standalone consulting engagements, and may accommodate unsolicited IPO requests for qualified clients. Notable distinctions include the firm’s provision of tax preparation services and the principal’s Enrolled Agent credential, which supports integrated tax and investment advice—an uncommon offering among independent solo advisers. The firm also makes a performance‑based fee option available to qualified clients (with a high‑water mark and eligibility criteria), a fee structure that is statistically rare for its peer group; it operates on a fee‑only basis and maintains an institutional custody arrangement.

To learn more about the advisors currently working at Twin Tiers Consulting, 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.