A complete list of active advisors currently associated with WealthFD

Warmer can help you find a great advisor at WealthFD or one who fits your needs even better.

WealthFD provides advisory services to individuals, high‑net‑worth clients, and retirement plans, offering portfolio management, comprehensive financial planning, and pension consulting including ERISA 3(21) and 3(38) services. The firm delivers written financial plans and ongoing account monitoring, typically on a discretionary basis with quarterly reporting. Its investment process relies on Investment Policy Statements and a mix of fundamental, modern portfolio theory, quantitative and technical analysis, implementing strategies that range from tax‑efficient and ESG portfolios to options and margin trading when appropriate. WealthFD commonly custodians client assets at Schwab Institutional, uses model/UMA deliveries (including a relationship with Dimensional Fund Advisors), and performs regular rebalancing and performance benchmarking. Distinctive elements include formal affiliations with an accounting firm (TaxFD LLC) and an independent mortgage brokerage (MortgageFD LLC), and the delivery of tax preparation, personal bookkeeping, and tax‑planning services as part of its wealth management offering — an integration of accounting and advisory services that is uncommon for firms of this size. The firm’s mix of ERISA 3(38) plan management, daily rebalancing, and tax‑focused services (tax‑loss harvesting, backdoor Roth processing, and scenario tax projections) further differentiates its service suite from many peers.

To learn more about the advisors currently working at WealthFD, 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.