A complete list of active advisors currently associated with Whipplewood Advisors, LLC

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

WhippleWood Advisors provides investment management, financial planning, and consulting primarily to individual and high-net-worth clients, as well as estates, trusts and charitable organizations. The firm also advises on specialized strategies including private funds, 1031 exchange DSTs, and certain private placement insurance contracts, and offers sub‑advisory services and SEI-based managed account programs. The firm applies a goals‑based, core/satellite portfolio framework overseen by a monthly investment policy committee, combining SEI model allocations, separate managed accounts (SMAs), and select private investments to pursue investment, planning, and tax objectives. Portfolios are constructed with an explicit focus on tax‑aware allocation and thematic tilts (the firm emphasizes technology and productivity trends) and are managed through SEI hybrid custody and co‑management arrangements. A distinguishing feature is the firm’s affiliation with an accounting practice and an in‑house client accounting/tax services provider, so several advisors also serve as CPAs and coordinate tax, accounting, and investment work — an arrangement less common among peer teams and one the firm discloses and manages as a potential conflict. The brochure also discloses overlapping roles (registered representatives at a broker‑dealer and licensed insurance agents) and describes policies and disclosures intended to mitigate conflicts while integrating tax and planning considerations into client advice.

To learn more about the advisors currently working at Whipplewood 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.