A complete list of active advisors currently associated with Wayne Financial LLC

Warmer can help you find a great advisor at Wayne Financial LLC or one who fits your needs even better.

Wayne Financial LLC provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations, managing approximately $15.96 million across about 15 client relationships with two advisory personnel. Services include preparing Investment Policy Statements, ongoing portfolio monitoring, and client‑requested restrictions; the firm also conducts insurance sales and offers fixed annuity products as a licensed insurance agency. The firm’s investment approach emphasizes equity and ETF allocations with a long‑term trading orientation and uses a mix of charting, cyclical, fundamental, quantitative analysis and modern portfolio theory to construct and monitor portfolios. Wayne Financial generally seeks discretionary trading authority, documents clients’ risk tolerances in IPSs, and requires that client accounts be maintained at Schwab Institutional. Notable for a firm of this size, Wayne Financial is licensed as an insurance agency and receives commission compensation for insurance sales, and it discloses relationships with independent marketing organizations that provide marketing support and other benefits separate from advisory fees. The brochure describes a small, concentrated client roster (implying roughly $1 million of AUM per client) and a recently formed, boutique practice model, and it outlines policies intended to disclose and manage the conflicts that arise from dual advisory and insurance activities.

To learn more about the advisors currently working at Wayne Financial 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.