A complete list of active advisors currently associated with Wellfin360

Warmer can help you find a great advisor at Wellfin360 or one who fits your needs even better.

Wellfin360 is a fee-only registered investment adviser that provides discretionary investment management, comprehensive financial planning (both ongoing and project-based), and educational seminars and speaking engagements. The firm’s clients include individuals, charitable organizations, and small businesses, and portfolios are principally invested in mutual funds, ETFs, and cash equivalents. The firm implements asset-allocation driven portfolios that emphasize passive exposures while using occasional active techniques and may utilize unaffiliated third‑party model providers or outside managers to implement strategies. Financial planning is offered through tiered ongoing service levels (emerging professionals, growing families, and business owners) or as focused project-based engagements, with clients able to impose reasonable investment restrictions in writing. Noteworthy for an independent adviser of its size, Wellfin360 formally offers educational seminars and speaking engagements to employers, nonprofits, educational institutions, and the public — a service listed separately in the brochure and uncommon among peers. The firm operates at a boutique scale (roughly a dozen clients and approximately $1.56 million in assets under management) and the principal’s background in institutional operations and ongoing outside consulting and nonprofit financial‑education activities is presented as a source of additional expertise when working with business owners and community organizations.

To learn more about the advisors currently working at Wellfin360, 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.