A complete list of active advisors currently associated with Wealthspan Investment Management, LLC

Warmer can help you find a great advisor at Wealthspan Investment Management, LLC or one who fits your needs even better.

Wealthspan Investment Management, LLC is a team-based registered investment adviser that manages roughly $93 million for a few hundred clients, including individual and high-net-worth households as well as corporate and retirement-plan clients. The firm offers comprehensive and ongoing financial planning, one‑off financial consulting, discretionary portfolio management using model portfolios, and ERISA non‑fiduciary retirement-plan consulting. Investment management is delivered through a mix of actively managed and lower‑turnover passive model series, with options such as dividend-focused, healthcare, growth, legacy, and strategic/core‑satellite allocations, and portfolios constructed from stocks and ETFs. Wealthspan may rely on external signal providers for trade signals and uses third‑party sub‑advisers and marketplace strategies (including outside managers) while retaining oversight and discretionary authority to implement and rebalance client accounts. What is notable about Wealthspan relative to many peer teams is its network of industry affiliations: the firm is co‑owned with an entity that owns an SEC‑registered adviser that also serves as a sub‑adviser to some Wealthspan portfolios, and the firm’s principals are active in other advisory and insurance businesses. Those relationships create potential conflicts of interest (for example, shared ownership of sub‑advisers and insurance commission opportunities) that the firm says it manages through fiduciary policies, disclosure, and oversight of recommended sub‑advisers.

To learn more about the advisors currently working at Wealthspan Investment Management, LLC, 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.