A complete list of active advisors currently associated with Worthington Wealth Management

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

Worthington Wealth Management provides investment advisory and portfolio management services to individuals, corporations, and retirement plans through managed account programs. As of the January 2026 brochure, the three-advisor firm reported roughly $153.7 million in assets under management across about 336 client relationships and offers both discretionary and non-discretionary account options. The firm describes a client‑focused investment approach that is tailored to objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading. WWM recently formalized a Master Advisory Agreement that assigns specific service “Designations” (for example, Advisory Discretionary, Client‑Directed – Advisory, Execution Only, HOLD, and Cash Movement) and notes that its fiduciary duties apply within the scope of each Designation; nearly all of the firm’s reported AUM is managed on a discretionary basis. Worthington maintains a distinct insurance division and its affiliated insurance entity offers commissionable insurance products to advisory clients, a relationship the brochure discloses and limits to a portion of the principal’s time; clients are not required to purchase insurance through the firm. The firm custodys accounts at Charles Schwab and discloses receipt of Schwab institutional services that may benefit the firm (a potential conflict of interest), accepts proxy voting authority for client securities, and reports no disciplinary history in the prior ten years.

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