A complete list of active advisors currently associated with Uncommon Wealth Partners, LLC

Warmer can help you find a great advisor at Uncommon Wealth Partners, LLC or one who fits your needs even better.

Uncommon Wealth Partners serves individual and high‑net‑worth clients, as well as trusts and estates, providing financial planning, portfolio advisory services, and referrals to third‑party money managers. The firm also operates in a separate capacity as a licensed insurance agent and offers insurance products alongside its advisory services. The firm’s advice leans on model portfolios and third‑party manager solutions and it uses web‑based planning tools (eMoney and RightCapital) to develop and deliver plans and client reporting. Portfolios are monitored on a regular schedule—qualified portfolios are rebalanced quarterly and non‑qualified portfolios semi‑annually—and the firm typically provides non‑discretionary management with client consultation on non‑managed holdings. What is distinctive is the firm’s capacity: with two advisors and 223 clients, it operates at an unusually high client‑per‑advisor ratio and reports essentially all client assets under non‑discretionary management, a structure that differs from most peers. Advisors also sell insurance (spending more than 10% of firm time on insurance activities), and the firm routinely works with multiple custodians and third‑party managers when implementing client recommendations.

To learn more about the advisors currently working at Uncommon Wealth Partners, 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.