A complete list of active advisors currently associated with WNA Wealth Management, LLC

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

WNA Wealth Management provides investment advisory and financial planning services to individual clients, offering managed accounts (both discretionary and non-discretionary) and an asset-allocation program delivered through Savant Wealth Management. The firm’s brochure states there is no account minimum and also describes services and fee arrangements for retirement plan management. The firm’s stated approach centers on written investment policy statements, asset allocation, dollar-cost averaging, and a mix of long- and short-term strategies, with ongoing monitoring and at least quarterly reviews. WNA discloses the firm’s assets under management by account type (approximately $30.3 million discretionary and $1.74 million non-discretionary as of December 31, 2025) and requires client authorization for discretionary trading when used. WNA is affiliated with Woomer Nistendirk Associates, an accounting and consulting firm with the same owners, and the brochure discloses potential conflicts and that clients may be recommended to use the affiliate for tax and accounting work. The firm also outsources portfolio management and operational functions through the Savant Advisor Services program (including specified revenue-sharing arrangements), requests clients use custodians with which it has relationships, does not aggregate client orders, and notes reliance on service providers that use artificial intelligence components with related due-diligence practices.

To learn more about the advisors currently working at WNA Wealth Management, 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.