A complete list of active advisors currently associated with Wardlaw Wealth Management LLC

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

The firm provides discretionary asset management, financial planning, and retirement plan consulting to individuals and high-net-worth clients, and also accepts plan sponsors, institutional accounts, and charitable organizations. Its services cover portfolio management across stocks, bonds, mutual funds, ETFs, REITs, options, and tailored financial-planning engagements provided on either a project or ongoing basis. Investment decisions draw on a mix of fundamental analysis, technical/charting techniques, and modern portfolio theory to build diversified portfolios using both long- and short-term strategies, with investment guidelines formalized in client-specific Investment Policy Statements. Accounts are generally managed on a discretionary basis with periodic (at least quarterly) reviews and written reporting to clients. Distinctively for a small independent advisor, the firm offers pension consulting and acts in a 3(21) advisory capacity for employer-sponsored retirement plans, and it explicitly accepts institutional and charitable clients—services that are uncommon among peers. The firm discloses an affiliated insurance business and licensed insurance activity, and it reports approximately $75.6 million in assets under management, all of which are material considerations for prospective clients.

To learn more about the advisors currently working at Wardlaw Wealth Management 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.

Name	Location	Years of experience
Trevor Wardlaw	Waco, TX	28

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