A complete list of active advisors currently associated with Village Wealth Advisors

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

Village Wealth Advisors serves individual and high-net-worth clients, providing comprehensive financial planning, ongoing portfolio management, and periodic educational workshops and seminars. The firm manages client assets on a discretionary basis (about $257.9 million as of December 31, 2025) and also offers advice and monitoring for held-away accounts and other planning needs. The firm’s investment approach is grounded in Modern Portfolio Theory and fundamental analysis, constructing diversified portfolios across domestic and international equities, fixed income, and real estate, primarily through mutual funds and ETFs. Portfolios are managed either on a discretionary or nondiscretionary basis, reviewed regularly, and integrated with planning work on cash flow, tax, estate, and retirement issues; the firm issues quarterly performance reports to clients. Compared with many peers, Village Wealth Advisors explicitly includes complimentary educational seminars as a recurring client service (see Item 4) and discloses attention to leverage and borrowing risks in its risk discussion; the brochure notes financial-risk considerations related to borrowing and places the firm among a small subset of supported advisors that permit borrowing in managed accounts. The firm also operates with a compact advisory team of three professionals serving roughly 240 clients, concentrating advisory responsibilities while maintaining access to credentialed planners.

To learn more about the advisors currently working at Village Wealth 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.