A complete list of active advisors currently associated with VWR Financial Advisory Services

Warmer can help you find a great advisor at VWR Financial Advisory Services or one who fits your needs even better.

VWR Financial Advisory Services provides investment management and financial planning to a mix of individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Its services include actively managed portfolios (primarily mutual funds and ETFs), asset‑allocation strategies, and planning for retirement, education savings, life insurance needs, and income tax considerations. The firm employs an active, tactical approach that uses charting, technical and fundamental analysis supported by computer software, with strategies that can involve multiple trades per year and, for some tactical programs, daily management and rebalancing. It also implements mutual‑fund‑based allocation strategies as an alternative to active trading and incorporates ESG screening as an acknowledged factor and risk in portfolio construction. A distinguishing feature is that the principal is also a registered representative and licensed insurance agent and the firm accepts commissions and 12b‑1 payments for certain product sales, while indicating that less than half of firm revenue comes from commissions and clients are not charged both advisory fees and commissions on the same assets. The owner’s CFP® and CFS® credentials, long industry experience dating to 1996, and the firm’s recent state registration inform how it manages potential conflicts between its advisory activities and brokerage/insurance compensation.

To learn more about the advisors currently working at VWR Financial Advisory Services, 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.