A complete list of active advisors currently associated with Varra Financial

Warmer can help you find a great advisor at Varra Financial or one who fits your needs even better.

Varra Financial provides portfolio management, pension consulting for retirement plans, and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm reports roughly $305.6 million in regulatory assets under management and serves a little over 500 client accounts. Investment work is grounded in a written Investment Policy Statement for each client, with methods informed by modern portfolio theory and a long-term trading orientation; VWML documents client risk tolerance and monitors portfolios regularly. The firm offers both discretionary and non‑discretionary services and will request discretionary authority, though client-specific restrictions are accommodated in the IPS. Notably, as of December 2025 the large majority of VWML’s assets were non‑discretionary ($300,369,417 non‑discretionary vs. $5,227,817 discretionary), meaning most clients retain trading authority rather than delegating full discretion. The firm requires use of SEI Private Trust Co. or LPL Financial as custodians, receives support services from LPL, and discloses that certain supervised persons are registered representatives and licensed insurance agents who may receive commissions; VWML also does not aggregate (block) trades for multiple client accounts.

To learn more about the advisors currently working at Varra Financial, 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.