A complete list of active advisors currently associated with Wealth-Source Financial

Warmer can help you find a great advisor at Wealth-Source Financial or one who fits your needs even better.

Wealth-Source Financial is a small, independent registered investment adviser that serves individual clients through tailored portfolio management and a broad set of financial planning services. The firm provides ongoing discretionary investment management, comprehensive and project-based planning, hourly engagements, student loan repayment planning, financial coaching, and tax preparation services to its client base. The firm’s investment process emphasizes long-term asset allocation and passive management using index mutual funds and ETFs, supplemented by Monte Carlo simulation for retirement and cash‑flow projections. It also uses third‑party model and sub‑advisors (including a model-provider platform) for some accounts and conducts periodic reviews of outside managers as part of its oversight. What is distinctive about the firm is its regular public education activity — including online courses, webinars, seminars, and paid speaking engagements — in addition to one‑on‑one advisory work, a feature that is uncommon for solo independent advisers. The principal’s credentials and practice mix (including an enrolled agent tax preparer capability, a certified divorce financial analyst specialty, student‑loan planning services, and training in financial psychology/behavioral finance) give the firm an integrated tax, student‑loan, and behavioral finance focus alongside its investment management.

To learn more about the advisors currently working at Wealth-Source Financial, 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.