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

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

WMA Financial, LLC is a team of five advisors serving roughly 175 clients, including individual and high‑net‑worth households, trusts, small businesses and churches. The firm offers comprehensive financial planning, wealth‑management consulting, and the selection and monitoring of third‑party money managers. WMAF generally does not manage client portfolios directly or exercise discretionary authority; instead it advises on goals and asset allocation and places or refers assets to third‑party money managers that implement strategies using fundamental analysis, modern portfolio theory and technical analysis. The firm does not charge traditional percentage‑of‑AUM fees and relies on negotiated or fixed planning and advisory arrangements, and it may receive a portion of fees paid to third‑party managers or solicitor compensation when referrals are made. Distinctive features in the brochure include formal affiliations with other investment advisers (including a managing‑member role in an affiliated RIA) and an affiliated accounting practice (partners at Bailes Bates & Associates provide accounting and tax services). Several advisors are also licensed insurance agents who sell insurance products for commissions; the firm discloses these relationships and notes they are managed through disclosure and compliance processes to address potential conflicts of interest.

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