A complete list of active advisors currently associated with Wealth Management Institute, Inc.

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

Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and to employee benefit plans and other institutional entities. The firm does not provide ongoing discretionary portfolio management and reports no assets under management. Its advisory work is delivered through tailored, written plans and consultations that use proprietary processes called the Creative Income Strategy™ and the LEAP System™ and emphasize asset allocation, risk-tolerance assessment, and income planning. Recommendations typically focus on mutual funds, ETFs and individual securities, and clients implement trades through custodians or broker-dealers of their choice. Distinctive features include a documented pension consulting practice for plan sponsors and fiduciaries, and a billing model that relies on hourly, project and retainer arrangements rather than percentage-of-assets or performance-based fees. The firm discloses affiliations with insurance agencies and broker-dealer relationships that can result in commission-based compensation, and it receives research and periodic materials (including business/compliance newsletters) from its recommended broker-dealer.

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