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

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

Wealth Cairn is a state-registered independent investment adviser that offers financial planning, portfolio management, pension consulting for employee benefit plans (including 401(k) plans), and selection of third‑party investment advisers. The firm also provides access to insurance products and annuities through a licensed insurance agent affiliated with the firm, and lists individuals, high‑net‑worth clients, pension/profit‑sharing plans, corporations, and non‑profits as client types. The firm says it bases portfolio work on documented Investment Policy Statements and applies Modern Portfolio Theory and a long‑term trading approach, with quarterly reviews of accounts and written financial plans delivered on completion. Wealth Cairn may refer clients to third‑party managers (including a co‑advisory arrangement with a fund platform) and reports that it does not exercise discretionary trading authority over client accounts. What stands out relative to many small independent advisers is the combination of pension consulting and commissionable insurance product sales alongside advisory services, the firm’s stated fee‑sharing arrangements when directing clients to other advisers, and an emphasis on public profiles — it lists its CRD number, directs readers to the SEC adviserinfo site, and maintains multiple web and social media accounts. The brochure also notes zero assets under management and no discretionary authority at this time, which differs from many solo advisers that manage client assets directly.

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