A complete list of active advisors currently associated with Wave Wealth Planning, LLC

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

Wave Wealth Planning, LLC serves individuals, high-net-worth clients, small businesses, and nonprofit/charitable organizations by offering discretionary investment management, ongoing comprehensive financial planning on an ongoing monthly basis, and limited hourly engagements. The firm operates primarily virtually and uses an institutional relationship with Altruist for custody, clearing, and trade execution. The firm’s investment approach combines long-term, buy-and-hold passive indexing with concentrated positions in selected individual securities, relying on fundamental analysis to assess intrinsic value and employing a blend of value and growth techniques sometimes characterized as “focus investing.” Financial planning is delivered as a collaborative, monitored process intended to align an investment policy statement with each client’s goals, while allowing clients to impose reasonable restrictions on discretionary authority. Noteworthy for a solo independent adviser, the firm explicitly includes nonprofit/charitable and other institutional clients among its client types, and the principal serves in an unpaid board and investment-committee role for a nonprofit, reflecting institutional governance experience. The firm is fee-only, operates under a fiduciary standard, and emphasizes a digital-first service model through its chosen custodial platform and integrated planning relationships.

To learn more about the advisors currently working at Wave Wealth Planning, 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.