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

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

Wealth Intelligently Navigated, LLC (WIN) is an SEC‑registered advisory firm formed in March 2026 that provides discretionary and non‑discretionary portfolio management, financial planning, and estate‑planning consulting to individuals and high net worth clients. The firm offers managed accounts, may recommend unaffiliated third‑party sub‑advisors, and uses an external vendor to support estate‑planning document preparation while clarifying that its representatives do not provide legal services. WIN tailors investment advice to client objectives and risk tolerances using a mix of asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches; clients may impose written investment restrictions and the firm conducts at least quarterly account reviews. It recommends Charles Schwab as custodian, employs third‑party platforms for held‑away participant account management, and discloses risks tied to tax considerations and the use of service providers that incorporate artificial intelligence and machine learning. Compared with many newly formed team advisers, WIN reports over $530 million in assets under management across roughly 398 client accounts with seven advisors, implying higher‑than‑average account sizes and a tilt toward managed or held‑away participant relationships rather than many small retail accounts. Distinctive operational features include use of a third‑party estate‑document platform (with no attorney services), engagement of Chicago Clearing Corporation to monitor and file class‑action claims (with a percentage retained by that vendor), and that some representatives also hold insurance licenses and may offer commissionable insurance products in addition to advisory services.

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

Name	Location	Years of experience
Timothy Few	Greer, SC	0
Robert Francis	Greer, SC	5
Joshua Gallman	Greer, SC	0
Anthony Mahfood	Greer, SC	22
Alex Spence	Greer, SC	0
Steven Tolleson	Greer, SC	11
Anna Wolford	Greer, SC	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support