A complete list of active advisors currently associated with Wela Financial Advisory

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

Wela Financial Advisory serves individual and high-net-worth clients, offering discretionary investment management, one-time financial planning, ongoing financial planning memberships, and investment consulting. The firm also works with third-party sub-advisors and uses an outsourced reporting platform to support portfolio administration and client reporting. Wela’s investment process blends fundamental and technical analysis with a focus on strategic asset allocation, global diversification, and tax-aware implementation; it selects a narrow list of institutional fund managers based on people, process, and consistency rather than short-term performance. Portfolios are monitored and rebalanced on an ongoing basis, and client relationships are reviewed in person, by video, or by telephone as circumstances warrant. Noteworthy features include a financial planning membership model that provides ongoing advice, unlimited as-needed meetings, at least one scheduled review each year, invitations to client events, and a regular newsletter — services the firm highlights alongside its advisory work. The brochure also discloses related-party arrangements (ownership interest in the building housing the firm and an associated person’s insurance activities) and the use of sub-advisors, which are identified as potential operational relationships or conflicts for clients to consider.

To learn more about the advisors currently working at Wela Financial Advisory, 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.