A complete list of active advisors currently associated with Vineyard Wealth Group, LLC
Warmer can help you find a great advisor at Vineyard Wealth Group, LLC or one who fits your needs even better.
Vineyard Wealth Group is a small independent registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth households, trusts, estates, and business entities, including pension and profit‑sharing plans. As a solo advisory practice it offers comprehensive portfolio management, standalone planning and consulting, facilitates basic estate‑planning documents through a co‑branded Wealth.com platform, and recommends and manages annuity accounts custodied with Nationwide. The firm’s investment approach blends asset‑allocation strategies with multiple methods of analysis — fundamental, quantitative, technical and sector analysis — and implements portfolios using stocks, bonds, mutual funds, ETFs, options and other public and private securities. Portfolios are continuously monitored and rebalanced as needed, the firm may utilize third‑party sub‑advisers for implementation, and it discloses the use of derivatives and margin in separately managed accounts when appropriate. A few operational features distinguish the firm from many peers: the managing member holds an Enrolled Agent credential and the firm includes ongoing tax planning and preparation of individual IRS Form 1040 returns for clients in comprehensive advisory relationships, creating an integrated tax‑and‑investment offering. The firm also documents the capacity to manage institutional clients and to employ derivatives strategies within separately managed accounts while providing annuity management through Nationwide, attributes that are less common among similarly sized independent advisers.
To learn more about the advisors currently working at Vineyard Wealth Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Vineyard Haven, MA
| 18
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)