Wittlin Advisory

Nicholas Reynolds is a financial advisor at Wittlin Advisory with seven years of industry experience. He holds a Series 65 designation and has worked previously at Dillon & Associates and Fisher Investments. Reynolds is currently associated with both Wittlin Advisory and Riser Investing, LLC. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including a notable international client base. The firm offers both discretionary and non-discretionary portfolio management, employing fundamental analysis and regular portfolio monitoring, and provides investment advice that spans traditional funds, private placements, and digital assets.

Roger Wittlin is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including True Capital, Monroe Capital, and PCCP. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, with a notably international client base. The firm provides discretionary and non-discretionary portfolio management, utilizing fundamental analysis and ongoing monitoring to guide asset allocation, including traditional funds, private placements, and digital assets.

Tyler Rumbaugh is a financial advisor at Wittlin Advisory with one year of industry experience. He holds a Series 65 designation and has prior experience at JP Morgan Chase and First Republic Bank. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including an international client base. The firm offers discretionary and non-discretionary portfolio management, combining fundamental analysis with ongoing portfolio monitoring, and provides investment options ranging from traditional funds and ETFs to private placements and digital assets.