A complete list of active advisors currently associated with Vidarrow Investment Advisors

Warmer can help you find a great advisor at Vidarrow Investment Advisors or one who fits your needs even better.

Vidarrow Investment Advisors is a fee‑only independent investment adviser that works with individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, retirement plan consulting and management, and educational seminars. The firm develops individualized investment policies and manages portfolios using a mix of methods (including fundamental and technical analysis, passive and active strategies, and outside managers) and applies modern portfolio theory principles to asset allocation and risk management. Financial planning is offered via ongoing engagements, project‑based plans, and short consulting sessions, and Vidarrow includes held‑away employer‑sponsored accounts in its ongoing advisory and reporting process. Distinctively for a solo independent adviser, Vidarrow places notable emphasis on employer retirement‑plan services — offering plan design support, participant education, fee analysis, fiduciary oversight and acting as an ERISA investment manager (3(38)) for plans when engaged. The firm also routinely offers paid educational seminars and speaking engagements and explicitly incorporates held‑away accounts into fee and service calculations, features that are less common among comparable peers.

To learn more about the advisors currently working at Vidarrow Investment Advisors, 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.