A complete list of active advisors currently associated with Whiston Asset Management

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

The firm provides investment advisory and wealth-management services to individual clients as well as trusts, estates, retirement plans and small business entities. Services described in the brochure include comprehensive portfolio and asset management, retirement and estate planning advice, pension/ESRPP consulting provided through a separate affiliated consulting entity, and periodic client communications such as newsletters. Investment implementation centers on proprietary model portfolios and a strategic asset-allocation approach that uses ETFs, mutual funds, individual stocks and bonds, with regular rebalancing and periodic in‑person reviews. Accounts are generally managed on a discretionary basis under a limited power of attorney, with cash balances placed in conservative vehicles (e.g., money market funds or short-term instruments) and performance and suitability reviewed periodically. Noteworthy distinctions include the firm’s use of performance‑based fee arrangements for some clients, a practice that is uncommon among independent peers and can create different adviser incentives than standard AUM-only billing. The principal also maintains insurance licensing and the firm refers or facilitates insurance and annuity products through separate affiliated entities that are compensated separately, which the brochure discloses as a potential source of conflict and describes procedures to address.

To learn more about the advisors currently working at Whiston Asset Management, 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.