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

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

Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing investment advice, financial planning, financial coaching, business consulting, and 401(k) plan analysis and employee education. The firm delivers written financial plans and coaching programs and helps clients implement recommendations, but clients are under no obligation to follow the firm’s advice. The firm typically recommends and places client assets with unaffiliated third‑party portfolio managers rather than managing portfolios directly, and reports that its assets are managed on a non‑discretionary basis. It acts as a liaison to those managers, monitors their performance, reviews accounts at least quarterly, and discloses receipt of referral fees from third‑party managers. Noteworthy for an independent adviser, the firm has affiliated insurance activities and its advisers are licensed to sell insurance products, earning commissions and operating a separate insurance agency alongside advisory services. The firm also emphasizes pension/401(k) consulting and employee education, generally does not take custody or exercise investment discretion, and typically does not rely on percentage‑of‑AUM billing.

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