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 is an SEC‑registered firm that serves individuals (including high‑net‑worth clients), businesses, retirement plans, and trusts with discretionary investment management, written financial planning, and participant‑directed employee benefit plan advisory services. The four‑advisor team manages roughly $260 million for about 109 client relationships and operates from five offices. The firm emphasizes asset‑allocation driven, passive strategies built primarily with low‑cost index funds and a substantial use of Dimensional Fund Advisors (DFA) products, documenting objectives in written investment policy statements and implementing portfolios on a discretionary basis. Vistica also offers separate fixed‑income management, model portfolios, Monte Carlo‑based planning analysis, and can construct ESG/sustainability or socially responsible portfolios and access alternative or interval funds where suitable. Distinctive features include the firm’s multi‑office footprint for a relatively small team and its operational reliance on third‑party tools and service providers — including DFA research and reporting, Schwab custody relationships, and a cash sweep aggregator service (Flourish Cash via Stone Ridge) — to support portfolio construction and client reporting. The firm also provides ERISA plan advisory services in 3(21)/3(38) capacities and discloses that some associated persons hold insurance licenses and may receive commissions for insurance sales, with conflicts managed through disclosure and suitability procedures.

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.