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

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

Wealthspan Partners provides investment management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations and businesses. Financial planning is described as core to client relationships, and services are offered on both discretionary and non-discretionary bases. The firm constructs portfolios primarily from ETFs, mutual funds, individual equities and fixed income, and documents client objectives in written investment policy statements; it may also use options and, for certain clients, private fund investments. As of December 31, 2025, Wealthspan reported about $451 million in client assets, with the large majority managed on a discretionary basis and ongoing monitoring and periodic reviews built into its process. Wealthspan maintains an institutional relationship with a national custodian that provides software, trading and operational support and gave financial assistance to the firm at launch, a practice the brochure discloses as creating economic benefits that may influence custodial recommendations. The team includes multiple advisors with advanced professional designations, and the firm discloses that at least one partner has significant outside business activities (a separate accounting practice, real estate interests and a bank board role) that are supervised and disclosed to clients.

To learn more about the advisors currently working at Wealthspan Partners, 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.