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 and financial planning to individuals, high‑net‑worth clients, estates, trusts and charitable organizations. In addition to portfolio management and ongoing planning, the firm offers tax- and estate‑related consulting, 1031 exchange support (including due diligence on DST offerings), and access to private fund and private‑placement insurance recommendations for qualifying clients. The firm combines a goals‑ and risk‑based process with a core/satellite portfolio construction, managing accounts through SEI programs, selected separate managed accounts (SMAs), and third‑party managers. An internal investment policy committee meets regularly to review markets and strategies, and for larger relationships the firm applies a proprietary framework that evaluates investment “alpha,” planning “alpha,” and tax “alpha” to guide allocation and rebalancing while coordinating with other advisors. Compared with many team‑run advisory firms, WhippleWood is affiliated with an accounting practice (WhippleWood CPAs / Money Forward Whipplewood), enabling closer coordination of tax and accounting services alongside investment advice — a relationship the firm discloses and that can create conflicts of interest. The brochure also discloses less common compensation arrangements, including referral fees for a cash management program (KEEP by StoneCastle), and notes that some advisers maintain insurance and broker‑dealer registrations, which may influence product recommendations.

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.