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

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

Vistica Wealth Advisors provides discretionary investment management, financial planning, and employee retirement‑plan advisory services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and businesses. The firm manages approximately $290 million in client assets and operates with a small advisory team to oversee customized portfolio and planning engagements. The firm’s investment approach is long‑term and allocation‑driven, favoring passively managed, index‑based mutual funds (including Dimensional Fund Advisors funds), written investment policy statements, and periodic rebalancing; it also offers ESG/sustainability‑screened portfolio options. For clients with specialized needs, Vistica may deploy third‑party sub‑advisors for long/short strategies, separate fixed‑income managers, or recommend alternative and interval funds, serving as co‑advisor and monitoring those managers’ work. Noteworthy for a firm of its size, Vistica maintains five offices, an uncommon multi‑office footprint among similar advisory firms, while offering several services that are less typical for peers — including access to long/short third‑party money managers, interval and private alternative funds, and a cash‑aggregation service (Flourish Cash via Stone Ridge). The firm’s personnel also include insurance‑licensed representatives who may receive commissions for insurance product sales, and Vistica has a documented business continuity and succession arrangement.

To learn more about the advisors currently working at Vistica 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.

You can also browse Vistica Wealth Advisors, LLC's office locations.