Jupiter, FL Front Street Office

Team
Updated today

Client AUM

$7,692,616,588

Clients

10,696

Advisors

2

Of 169 advisors across 86 offices

Location

110 Front Street, Suite 300

Jupiter FL 33477

Advisors at this office

2

Advisors at this office

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Timmy B

Series 63, Series 65

Jupiter, FL

Wealthcare Advisory Partners LLC

Timmy Baker is a financial advisor at Wealthcare Advisory Partners LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Index Fund Advisors and Timonier. Outside of his advisory role, he is the author and owner of Conscious Wealth, LLC, through which he receives royalty income from his book, The Awakened Investor. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with over 150 advisors, serving individuals, trusts, retirement plans, and charitable organizations. The firm combines a goals-based planning process supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey G

Series 66, Series 65

Jupiter, FL

Wealthcare Advisory Partners LLC

Jeffrey Garinger is a financial advisor with Wealthcare Advisory Partners LLC in Jupiter, FL. He holds Series 65 and Series 66 licenses and has five years of industry experience. Prior to joining Wealthcare Advisory Partners, he worked at firms including Amundi Pioneer Asset Management, Purshe Kaplan Sterling Investments, and Virtus Investment Partners. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by patented Wealthcare software and integrates both passive and active investment strategies with behavioral economics insights.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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