A complete list of active advisors currently associated with Walker & Associates
Warmer can help you find a great advisor at Walker & Associates or one who fits your needs even better.
The firm provides investment advice and ongoing portfolio management to individuals and business owners across personal accounts, IRAs, trusts, pensions and estates, and also works with employer‑sponsored, participant‑directed retirement plans. It additionally offers hourly consultations and will outsource specific deliverables such as written financial plans when mutually agreed. Its investment process is research‑intensive and emphasizes tactical asset allocation—overweighting asset classes judged to be attractively priced—combined with thorough manager due diligence, scenario analysis and client‑driven risk assessments that include agreed loss thresholds. Clients receive regular account reviews and comprehensive quarterly reporting, including time‑weighted performance and year‑end tax detail. Noteworthy features for a solo independent advisor include a small client roster supporting a substantial asset base per client and a dual focus on both sizable individual accounts and plan model construction for employers. The firm discloses that it recommends a particular qualified custodian (Charles Schwab) and accepts institutional support services from that custodian, and it does not cast proxy votes on behalf of clients.
To learn more about the advisors currently working at Walker & Associates, 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 |
|---|---|---|
Tybee Island, GA
| 31
|
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