A complete list of active advisors currently associated with WMS Wealth Planners

Warmer can help you find a great advisor at WMS Wealth Planners or one who fits your needs even better.

WMS Wealth Planners provides investment management and comprehensive financial planning to individuals and a range of institutional clients, including retirement plans, trusts, estates, charitable organizations, corporations and other business entities. The firm advises on retirement, estate and tax planning and also addresses related matters such as life and long‑term care insurance and 529 plans. The adviser manages client assets on a “total portfolio” basis, blending active and passive strategies and typically implementing model portfolios tailored to each client’s risk tolerance. Its investment committee uses a proprietary model that combines fundamental, technical and cyclical analysis with a reversion‑to‑the‑mean framework, and offers ESG variants and a Charitable Endowment strategy alongside allocations to equities, fixed income, alternatives and third‑party managers. The brochure discloses that certain advisory representatives are licensed insurance agents who, in their individual capacities, may recommend commissionable insurance products, and supervisory procedures and disclosures are used to address that conflict of interest. The firm also documents reliance on Schwab’s institutional services — including educational conferences and practice‑management support — and emphasizes model‑driven portfolios and third‑party manager oversight as notable aspects of how it develops and presents client solutions.

To learn more about the advisors currently working at WMS Wealth Planners, 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.