A complete list of active advisors currently associated with Wolf Financial Advisors LLC

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

Wolf Financial Advisors is a state-registered investment adviser that provides financial planning and investment advisory services to individual and high-net-worth clients, and to certain retirement plans. The firm also offers income tax preparation and accounting services under separate agreements through its principal; referrals between the advisory and accounting services are disclosed in the brochure and no referral fees are charged. The firm follows a passive, Modern Portfolio Theory-based approach, constructing multi-asset class portfolios using index mutual funds and exchange-traded funds with a long-term buy-and-hold orientation and periodic rebalancing. Accounts are managed on a non-discretionary basis and client-specific investment policy statements are used to tailor allocations and any client-imposed restrictions. Distinctive features include the adviser’s dual role as a licensed accountant and credentialed financial planner who dedicates a portion of time to separate tax and accounting work (disclosed as about 20% annually), which the firm says can allow integrated tax and investment considerations under distinct engagements. Uncommonly for a solo independent adviser, the firm manages roughly $125 million in primarily non-discretionary assets for about 99 clients and relies on third-party custodians and advisor programs (Charles Schwab and Vanguard) for custody and execution.

To learn more about the advisors currently working at Wolf Financial 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.