A complete list of active advisors currently associated with Wealth Being Advisors LLC

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

Wealth Being Advisors LLC provides investment management and financial planning to individuals, high‑net‑worth individuals, and business clients. The fee‑only firm offers both ongoing and project‑based planning and manages portfolios that include stocks, bonds, mutual funds, ETFs and, when appropriate, certain alternative investments. The firm applies Modern Portfolio Theory with strategic macro asset allocation and tactical micro allocation, and it uses both passive and active strategies tailored to client objectives. WBA regularly uses third‑party models and platforms — including Zoe Financial’s platform, XYPN Invest models, Orion Portfolio Solutions, and Betterment strategies — and may engage outside managers while retaining responsibility for selecting and reviewing those options. Distinctive features include the firm’s disclosed use of paid solicitor/referral arrangements and participation in the Zoe Advisor Network, which it identifies as part of its client acquisition practices. For a recently registered adviser with a small client base and modest assets under management, the firm also relies on a broad set of third‑party custodial and advisory platforms (Apex/Zoe, Altruist, Betterment, Schwab), reflecting an uncommon level of third‑party integration for a firm of this size.

To learn more about the advisors currently working at Wealth Being Advisors 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.