A complete list of active advisors currently associated with Boutique Wealth Advisors LLC

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

Boutique Wealth Advisors serves individual investors and small business entities, providing discretionary investment supervisory and management services, financial planning, project consulting, and educational seminars. The firm also advises on held‑away assets and directs or recommends allocations within employer‑sponsored retirement plans and qualified tuition plans. The firm works with clients to establish an Investment Policy Statement and generally implements a long‑term, passive strategy informed by fundamental analysis, with most accounts managed on a discretionary basis. Clients engaging asset‑management services receive a complimentary financial plan (including RightCapital tools and Monte Carlo analysis), and some accounts may be managed by third‑party advisers or covered under assets‑under‑advisement arrangements. This adviser is distinctive among small independent firms because the principal is also a licensed insurance producer (registered with University Wealth Financial Group LLC), devotes a material portion of time to insurance activities, and may receive commissions for insurance sales, a conflict the brochure discloses. The firm also operates trade names that target academic and faith‑based clients, conducts retirement education for 401(k) providers and maintains a lead‑generation arrangement with The Appointment Company, reflecting niche and institutional‑style engagements that are uncommon for solo advisers.

To learn more about the advisors currently working at Boutique Wealth 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.

Name	Location	Years of experience
Caleb Lopez	Canton, OH	6

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