A complete list of active advisors currently associated with WealthAdvisor365
Warmer can help you find a great advisor at WealthAdvisor365 or one who fits your needs even better.
WealthAdvisor365 (doing business as Benevolent Planning) focuses on serving business owners and employer plan sponsors, offering integrated advisory services including discretionary portfolio management, comprehensive financial planning, tax strategy, and retirement planning. Services are delivered through two engagement models: Ongoing Wealth Management with continuous monitoring and One-Time Planning for limited-scope projects. The firm’s investment approach emphasizes strategic asset allocation implemented via a core-satellite architecture, a business-cycle framework for disciplined tactical adjustments, and tax-aware implementation techniques such as asset location and tax-loss harvesting. Portfolios are managed on a discretionary basis with quarterly reviews and rebalancing protocols, and tax planning is coordinated with investment decisions to align with client goals. Several features are uncommon for a solo independent adviser: the firm provides retirement plan consulting and may act as an ERISA Section 3(38) investment manager for employer plans, and it serves a range of institutional and corporate clients including pension, charitable, and other business entities. The adviser is affiliated with an accounting/tax-preparation entity and highlights integrated tax services alongside advisory work, with that relationship disclosed and managed to address potential conflicts.
To learn more about the advisors currently working at WealthAdvisor365, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Lauderdale, FL
| 4
|
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