A complete list of active advisors currently associated with Wickham Financial & Insurance Services

Warmer can help you find a great advisor at Wickham Financial & Insurance Services or one who fits your needs even better.

Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high‑net‑worth clients, and offers retirement plan consulting to employer plan sponsors. The firm reports approximately $193 million in regulatory assets under management and serves both individual accounts and pension/profit‑sharing plans. The firm constructs individualized portfolios using a mix of fundamental, technical, quantitative and sector analysis, and monitors accounts on at least an annual basis while allowing clients to impose investment restrictions. A notable operational approach is the use of a third‑party Pontera platform to manage held‑away accounts, enabling managed access to outside custodial accounts without the firm taking direct custody. What distinguishes Wickham from many peers is that a majority of its regulatory AUM is managed non‑discretionarily (roughly 60%), a structure that is uncommon among supported firms, and that its representatives also act as licensed insurance agents/brokers and offer commissionable insurance products — a disclosed potential conflict of interest. The firm also provides ERISA‑compliant retirement plan consulting and discloses platform and custodian relationships used to support its advisory services.

To learn more about the advisors currently working at Wickham Financial & Insurance Services, 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.