A complete list of active advisors currently associated with Wexford Wealth Advisors LLC

Warmer can help you find a great advisor at Wexford Wealth Advisors LLC or one who fits your needs even better.

Wexford Wealth Advisors is an independent, single-advisor registered investment adviser that serves individuals, high‑net‑worth clients, trusts and estates, and — less commonly for firms of its type — corporate and pension/profit‑sharing plan sponsors. It offers discretionary investment management, financial planning and retirement plan advisory services tailored to each client type. The firm emphasizes customized, fundamentally driven portfolios built primarily with low‑cost mutual funds and ETFs while also using individual stocks, bonds and options or retaining legacy holdings when appropriate. Wexford sponsors its own Wexford Wrap Fee Program, which bundles transaction, custodial and administrative costs into a single asset‑based fee for participating accounts. Compared with many solo independent advisors, Wexford’s practice includes retirement plan consulting and ERISA fiduciary/3(21) investment oversight services — including vendor analysis, IPS design and participant education tracking — and it works with corporate plan sponsors in addition to individual clients. The firm also discloses that the principal is a licensed insurance professional whose insurance sales are separate from advisory services, a relationship the brochure identifies as a potential conflict of interest to be managed.

To learn more about the advisors currently working at Wexford Wealth Advisors 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.