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

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

The firm provides fee‑based financial planning, education and both discretionary and non‑discretionary portfolio management primarily for individual clients, managing roughly $4.1 million across about 73 client accounts. It also facilitates management of held‑away defined contribution plan accounts through a third‑party platform and places clients with third‑party money managers when appropriate. Investment advice is tailored to each client via documented investment policy statements, and the firm uses both fundamental and technical analysis while monitoring and rebalancing accounts at least quarterly. The adviser may accept trading discretion, hires sub‑advisors or third‑party managers to implement models and strategies, and reviews client accounts on a periodic and as‑needed basis. What distinguishes the firm from many peers is its affiliation with an insurance business: the managing member sells insurance products and receives commissions, a relationship disclosed in the brochure and noted as a potential conflict of interest. The firm also routinely offers free public seminars and workshops for education and operates referral and sub‑advisor arrangements (including ongoing referral fees), practices that prospective clients should consider when evaluating recommendations.

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