A complete list of active advisors currently associated with Walnut Hill Wealth Management

Warmer can help you find a great advisor at Walnut Hill Wealth Management or one who fits your needs even better.

Walnut Hill Wealth Management provides wealth management and comprehensive financial planning to individual and high‑net‑worth clients. Services described in the brochure include discretionary portfolio management, ongoing and project‑based financial planning, retirement and tax planning, estate planning, business planning and employee‑benefit optimization, and referrals to third‑party professionals. The firm’s investment approach combines fundamental analysis and mutual fund/ETF evaluation within a Modern Portfolio Theory framework to develop client‑specific investment policies and asset‑allocation targets. It primarily advises on stocks, bonds, mutual funds, ETFs and cash equivalents, and may recommend alternative investments (e.g., commodities, private equity, direct lending) and outside managers when suitable, while allowing clients to impose reasonable investment restrictions. Noteworthy features include managing roughly $4.58 million across eight client relationships and operating as a fee‑only adviser with no stated account minimum, which the brochure frames as enabling individualized planning and implementation. The firm’s principal brings institutional investment and accounting experience and holds advanced professional credentials (CFP®, CPA/PFS and CIPM), and the explicit disclosure that the adviser recommends alternative investments and engages outside managers is less common among firms of comparable asset size.

To learn more about the advisors currently working at Walnut Hill Wealth Management, 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.