A complete list of active advisors currently associated with Wadsworth & Daulaire Financial Planners

Warmer can help you find a great advisor at Wadsworth & Daulaire Financial Planners or one who fits your needs even better.

The firm provides financial planning services to individuals, families, employer retirement plans, trusts and small businesses. Its services cover comprehensive and focused planning across investments, retirement, college funding, taxes, estate planning and insurance, and the brochure states the firm does not manage client assets. The firm follows a tailored planning process—defining the relationship, gathering client data and goals, analyzing financial information, developing and implementing recommendations, and monitoring results—and may recommend or implement asset allocations using mutual funds and ETFs. It generally leaves ongoing investment management, custody and trade execution to clients or outside managers and does not accept discretionary trading authority. Noteworthy features for a firm of this size include charging planning fees on a flat or hourly basis rather than percentage-of-assets fees and an explicit policy of not accepting commissions or other third‑party economic benefits. The brochure also discloses that a principal maintains an academic appointment and that the advisers hold professional credentials (CPA/CFP) and backgrounds in benefits, compliance and human resources, which the firm identifies as shaping its planning focus and capacity.

To learn more about the advisors currently working at Wadsworth & Daulaire Financial Planners, 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.