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

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

Wealth Management Advisers, LLC provides portfolio management, financial planning, pension consulting and related advisory services to a mix of individual clients (including high‑net‑worth individuals), as well as retirement plans, trusts, estates, charitable organizations and foundations. The firm offers both standalone financial plans and ongoing investment management, and operates an asset advisory program (WMAAP) that uses third‑party model portfolios. Its investment approach emphasizes asset allocation and a long‑term horizon, with client risk profiles documented through a risk‑tolerance questionnaire and an Investment Policy Statement that guides ongoing monitoring. WMA combines direct, discretionary account management through custodians such as TD Ameritrade and First Clearing with access to AssetMark strategist models and other third‑party managers on a non‑discretionary basis. Compared with many peers, the firm’s principals are also licensed insurance agents and may receive separate commission compensation when clients implement insurance solutions, a practice that is uncommon among similar supported firms. The firm also highlights pension consulting capabilities — including ERISA 3(21) advisory roles, vendor selection and both bundled and unbundled plan solutions — alongside its use of third‑party strategist platforms.

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