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 is a fee-only registered investment adviser that serves individual investors and businesses, including group retirement plans, with discretionary portfolio management, one‑time financial plans, an ongoing financial planning membership, and investment consulting. The firm offers both managed accounts and coordinated planning services and will engage third‑party sub‑advisors for specific investment management responsibilities when appropriate. Wela combines fundamental and technical analysis to establish strategic asset allocation and security selection, monitoring and rebalancing portfolios on a discretionary basis while considering tax efficiency. The firm follows a multi‑fund‑manager approach and emphasizes selecting a narrow list of institutional managers based on people, processes, research and organizational culture rather than solely on recent performance records. A distinctive element of Wela’s offering is its financial planning membership, which provides unlimited, as‑needed access via in‑person meetings, Zoom, phone and email, at least one regularly scheduled client review, invitations to client events, and a newsletter—services the firm highlights as part of ongoing client engagement and that are less common among peers. Wela also discloses use of third‑party sub‑advisors and outsourced reporting through Envestnet | Tamarac, and notes an ownership interest in the building that houses the firm with stated steps to mitigate the related conflict.

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.