A complete list of active advisors currently associated with Wealth for You Financial, LLC

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

Wealth For You Financial, LLC provides comprehensive and ongoing financial planning, one‑time financial consulting, and discretionary portfolio management for individual and high‑net‑worth clients. Deliverables include digital or written financial plans and investment management implemented through model portfolios and third‑party sub‑advisers. The firm matches client objectives, time horizons, and risk tolerances to model portfolios and recommended sub‑advisers, then monitors and rebalances those model allocations as needed; the selected sub‑adviser has discretion to select securities and execute transactions while the firm retains authority to hire, fire, or reallocate among sub‑advisers. Client accounts are reviewed at least annually and clients may impose investment restrictions or direct brokerage selection subject to potential execution tradeoffs. A notable distinguishing feature is common ownership with an insurance agency (Barnett Financial & Tax) and a tax/accounting firm (Barnett Tax Group); certain advisory personnel are licensed insurance agents who may receive commissions and tax preparation is offered separately, conflicts disclosed and addressed in the firm’s policies. The firm co‑manages roughly $65 million in discretionary assets with a sub‑adviser (the brochure cites Signal Advisors Wealth as a recommended sub‑adviser) and uses a limited custody arrangement that authorizes the sub‑adviser to instruct custodians to deduct management fees.

To learn more about the advisors currently working at Wealth for You 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.