A complete list of active advisors currently associated with WealthMark

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

The firm is a solo, independent registered investment adviser that provides financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. As of December 31, 2025 it reported about $18.16 million in discretionary assets under management across roughly 20 clients. The firm favors a passive, long-term buy-and-hold approach with periodic rebalancing, informed by fundamental analysis and third-party research sources such as financial periodicals and rating services. Portfolios are generally diversified using mutual funds, ETFs and fixed income, with client-specific investment guidelines and most accounts managed on a discretionary basis. The brochure discloses a notable outside-business activity: the firm’s principal serves as Director of Financial Planning for a portfolio accounting provider, a role described as occupying up to 70% of monthly time, which the firm acknowledges and addresses through disclosures and supervisory policies. The firm also operates with a small client roster and relatively high assets per client and does not vote proxies on clients’ behalf, operational features that distinguish it from many peers.

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