A complete list of active advisors currently associated with USAdvisors Wealth Management, LLC

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

USAdvisors Wealth Management, LLC provides discretionary portfolio management and standalone financial planning to individuals (both non‑high‑net‑worth and high‑net‑worth), trusts, charitable organizations and businesses. Services include advisor‑directed portfolio management, a range of model portfolio options, retirement and estate planning, and business consulting. The firm combines fundamental analysis and asset‑allocation approaches with model portfolios constructed in consultation with multiple third‑party providers, including LSA Portfolio Analytics, Dimensional, State Street and Ladenburg Thalman Asset Management, and seeks allocations that sit on an efficient‑frontier framework. Accounts are managed on a discretionary basis, with regular suitability reviews and an opportunity to retain client securities and impose reasonable investment restrictions. USAdvisors is notable for its operational arrangements: advisors are also registered representatives of Osaic Wealth and the firm cooperates with Osaic Wealth’s Managed Opportunities Program and clearing relationships, while certain principals maintain affiliated insurance agencies and an administrative services entity. The firm discloses potential conflicts from these dual roles (including receipt of commissions, 12b‑1 fees and other economic benefits) and does not vote client proxies, leaving proxy voting responsibility with clients.

To learn more about the advisors currently working at USAdvisors Wealth Management, 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.