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

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

Windermere Wealth Advisors provides investment supervisory services, financial planning, and consulting primarily for individual and high‑net‑worth clients as well as certain business entities. The firm reports managing about $84 million across roughly 51 client relationships and generally evaluates new clients at a $1 million aggregate account threshold, with exceptions considered on a case‑by‑case basis. The firm develops a tailored Investment Policy Statement for each client and applies a top‑down Five‑Factor macro framework—assessing domestic and global growth, monetary conditions, inflation/labor markets, and market valuations—to guide sector and security selection. Portfolios are implemented using mutual funds, ETFs, individual securities, and, where appropriate, unaffiliated managers that Windermere evaluates on quantitative and qualitative criteria; accounts are typically managed on a discretionary basis with at least quarterly reporting and an annual in‑person review. Distinctive for a supported firm of this size, Windermere operates with a small advisory team (two advisors) under a managing director who serves as the firm’s principal and sole employee and brings both accounting and CFA credentials. The firm also produces client periodicals and offers educational seminars and workshops—services that are relatively uncommon among comparable supported advisers and that supplement its ongoing reporting and planning services.

To learn more about the advisors currently working at Windermere Wealth 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.