A complete list of active advisors currently associated with Walsh & Associates, LLC

Warmer can help you find a great advisor at Walsh & Associates, LLC or one who fits your needs even better.

Walsh & Associates provides investment advisory and financial planning services to individuals (including high net worth clients), trusts, estates, charitable organizations, and employer retirement plans. The firm offers comprehensive portfolio management, written financial plans and consultations (the “Red Flag Audit”), retirement plan consulting, referrals to third‑party money managers, and legacy wrap fee programs. The firm manages client assets on a discretionary basis using a mix of fundamental, quantitative, and qualitative analysis and employs asset allocation, mutual fund/ETF selection, security selection and fixed‑income management strategies described in its brochure. It also makes model portfolio programs available (including the Optimum Mutual Fund program and the recently added Model Wealth Portfolios Program) and expressly discloses the use of margin/borrowing in client accounts and the attendant risks. Walsh & Associates is a nine‑advisor team managing roughly $827.7 million and maintains legacy wrap‑fee offerings (see Appendix 1 of the brochure) while implementing most client trades through LPL Financial under a hybrid RIA arrangement. The brochure directs prospective clients to third‑party disclosure sources (including the SEC’s adviserinfo site using CRD #144441), and notes that its representatives are registered with LPL and may be licensed to sell insurance products, which the firm discloses as a source of non‑advisory compensation.

To learn more about the advisors currently working at Walsh & Associates, 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.