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

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

Windemere Advisors, LLC is a small independent, single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and selection of third‑party investment advisers to individual and high‑net‑worth clients. The firm reports managing about $23.8 million across roughly 42 client accounts and documents client objectives and risk tolerance in written investment policy statements. The firm states it employs modern portfolio theory and a long‑term trading approach, generally investing in mutual funds, ETFs, equities, and fixed‑income securities while creating and following individualized investment policy statements. Windemere conducts quarterly reviews, provides discretionary trading authority, and performs due diligence before recommending third‑party managers. Noteworthy disclosures in the brochure include an affiliation between the firm’s principal and an accounting firm (the principal holds CPA/PFS credentials), a relationship the firm identifies as a potential conflict when tax or accounting services intersect with advisory work. The firm also notes it may use other securities to diversify portfolios and reports the use of derivatives in separately managed accounts—an uncommon practice among similar solo independent advisers—and typically directs clients to a specified custodian and may receive fee‑sharing from recommended managers.

To learn more about the advisors currently working at Windemere 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.