A complete list of active advisors currently associated with Walnut Investment Services LLC

Warmer can help you find a great advisor at Walnut Investment Services LLC or one who fits your needs even better.

Walnut Investment Services provides fee‑only investment advisory and financial planning services to individuals and families and also works with small businesses, pension plans, and trusts and estates. The firm manages client portfolios on a discretionary basis and offers consultative hourly engagements for clients who prefer to actively manage their own assets. The firm’s investment approach emphasizes fundamental securities analysis and asset allocation, with a principal focus on long‑term investing and periodic short‑term trades as needed; managed accounts are monitored daily and reviewed monthly. The brochure notes the firm uses custodians (primarily Fidelity) for account implementation and that advisors work with clients on related tax, retirement, and estate planning issues. A distinctive feature is that one of the firm’s principals is a practicing accountant and IRS Enrolled Agent who devotes roughly half of his time to an accounting practice, creating an operational affiliation between advisory and tax/accounting services. The brochure also lists the firm’s website and contact information and indicates the firm advertises third‑party ratings in its marketing materials, a practice that is uncommon among peers.

To learn more about the advisors currently working at Walnut Investment Services LLC, 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.