A complete list of active advisors currently associated with Vineyard Wealth Advisory LLC

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

Vineyard Wealth Advisory is a small advisory firm managing roughly $39.5 million for about 74 individual clients, serving both high‑net‑worth and non‑HNW households. The firm provides portfolio management and financial planning services and also recommends and implements insurance products as part of its client offerings. The firm generally operates on a non‑discretionary basis, working with clients to approve trades and implementations rather than exercising ongoing discretionary authority. It uses separately managed accounts and may employ borrowing within those accounts in certain situations. Distinctive features include the firm’s integration of insurance business into its advisory activities: the brochure discloses a licensed insurance professional on the team, an affiliation with insurance activities, and that insurance sales generate separate commissions which may create conflicts of interest. The firm also discloses a prior FINRA regulatory action related to unauthorized same‑day discretion and describes a compliance structure with a designated chief compliance officer; its staff mix includes professionals with non‑traditional financial backgrounds such as nursing and emergency medical services.

To learn more about the advisors currently working at Vineyard Wealth Advisory 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.