A complete list of active advisors currently associated with Wealth Management Advisors, inc.

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

Wealth Management Advisors, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations and closely held businesses. The firm offers portfolio management on an individualized basis, general investment planning and advice on securities, insurance products and annuities, and also facilitates access to third‑party investment programs through the AssetMark platform. The firm’s stated approach combines fundamental and technical analysis and may include long‑term and short‑term purchases, short sales and margin transactions where appropriate; it introduces clients to independent discretionary managers on the AssetMark platform and assists in their selection and ongoing monitoring. Notably, the brochure discloses that the firm does not maintain discretionary authority over client accounts – it reported no discretionary AUM and manages client assets on a predominantly non‑discretionary basis. Compared with many supported peers, the firm maintains an affiliated tax and bookkeeping entity, WMATax Services, LLC, and offers business management consulting and periodic educational seminars or workshops to clients at no charge. The principal is also a licensed insurance agent and the firm discloses the potential for commissionable insurance recommendations and other relationships tied to the AssetMark platform, which the firm monitors and discloses as potential conflicts of interest.

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