A complete list of active advisors currently associated with Wall Investment Group, Inc.

Warmer can help you find a great advisor at Wall Investment Group, Inc. or one who fits your needs even better.

Wall Investment Group, Inc. provides continuous, fee-only investment supervisory services to individuals, businesses, qualified retirement plans, charitable organizations and trusts, managing approximately $85 million in client assets across roughly 140 accounts. Services are delivered on a discretionary basis and include portfolio management using equities, fixed income, mutual funds, ETFs and cash equivalents. The firm’s investment process centers on strategic asset allocation tailored to each client’s objectives, income needs and tax situation, with formal account reviews at least quarterly and at client meetings. Security selection relies on a mix of fundamental and technical analysis—using charting and cyclical techniques alongside economic and company financial data—and incorporates third‑party research and market data sources. Compared with many peers, the firm operates with a small advisory team and no stated minimum asset or income requirement, and it documents client-imposed investment restrictions in writing. Wall Investment Group also follows a distinctive trade execution practice of not aggregating client orders into block trades—an approach the brochure says avoids favoring accounts despite foregoing potential commission reductions—and it reports no disciplinary history or outside business affiliations.

To learn more about the advisors currently working at Wall Investment Group, Inc., 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.