A complete list of active advisors currently associated with Varney Wealth Management
Warmer can help you find a great advisor at Varney Wealth Management or one who fits your needs even better.
Varney Wealth Management is a solo advisory firm that provides personalized financial planning primarily for individual and high-net-worth clients, with an emphasis on retirement-focused plans. The firm offers tailored, straightforward plans and supportive services on request rather than providing ongoing portfolio management. The practice emphasizes keeping client costs low and educating clients to manage their own assets, allowing clients to impose investment restrictions as needed. It employs both fundamental and technical analysis with a long-term, diversified investment focus and charges clients on an hourly basis rather than using percentage-of-assets fees. Compared with many independent advisers, Varney does not provide ongoing asset management, does not take custody of client assets, and does not accept discretionary authority; account reviews are conducted only when clients request them. The firm reports no other industry affiliations, does not receive soft-dollar benefits, and follows the Financial Planning Standards Board code of ethics.
To learn more about the advisors currently working at Varney Wealth Management, 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 |
|---|---|---|
Tampa, FL
| 3
|
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