A complete list of active advisors currently associated with Wolff Financial Management LLC

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

Wolff Financial Management LLC provides personalized financial planning and wealth management to individuals, families, trusts, charitable organizations, and corporations, serving both retail and high‑net‑worth clients. The firm manages approximately $613 million in client assets and delivers ongoing portfolio management together with planning as part of its wealth management engagements. The firm’s investment process begins with a client‑first planning approach aimed at identifying life goals and, in many cases, producing a written financial plan; completion of a plan is required for wealth management clients. Portfolio management is typically discretionary and tailored to asset‑allocation strategies using mutual funds, ETFs, individual securities and other instruments, and the firm incorporates intergenerational family planning where appropriate. Wolff Financial is notable among peers for two less common features disclosed in its brochure: certain team members are Certified Public Accountants who provide tax advice as part of advisory services (they do not prepare tax returns), and the firm sponsors an in‑house wrap fee program under which it pays transaction costs from its advisory fee. The wrap program uses the same advisory fee schedule as non‑wrap accounts, which the firm notes can create an incentive to limit trading activity and says it mitigates by managing wrap and non‑wrap accounts consistently; the firm also generally requires a $1,000,000 minimum for managed relationships (waivable).

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