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

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

Vessel Wealth Advisors provides ongoing portfolio management, financial planning, and pension consulting to individuals, high-net-worth individuals, and employer-sponsored plans, including 401(k) and profit-sharing plans. The firm operates as a single-advisor practice with a small client base (36 clients) and approximately $32 million in assets under management. The firm’s investment process emphasizes Modern Portfolio Theory and individualized Investment Policy Statements, offering both discretionary and non-discretionary management and quarterly reporting through its chosen custody and technology platform. Portfolios may include mutual funds, ETFs (including managed futures ETFs), structured products, annuities, and other fixed income and equity instruments, and the firm requires trade instructions to be communicated by telephone. Distinctive features include that the principal is a Certified Public Accountant and also a licensed insurance agent, which the firm discloses and manages as potential conflicts (it does not provide public accounting or tax-return services to advisory clients). Vessel Wealth’s service mix is atypical for a solo independent advisor in that it explicitly offers pension consulting (generally provided in a non-fiduciary ERISA consulting capacity unless otherwise agreed) and provides reduced or waived financial planning fees for advisory clients with larger asset levels.

To learn more about the advisors currently working at Vessel 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.