A complete list of active advisors currently associated with Worthique

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

Worthique works with individual and high‑net‑worth clients, offering investment management and comprehensive financial planning on both ongoing and project bases. Planning topics described in the brochure include business planning, employee benefits optimization, estate and tax considerations, college savings, cash flow and debt management, and risk‑management reviews. The firm operates as a fee‑only fiduciary and applies modern portfolio theory alongside fundamental analysis to construct diversified, long‑term asset allocations using stocks, bonds, mutual funds, and ETFs. It typically manages accounts on a discretionary basis, accommodates written client‑imposed restrictions, and conducts meetings virtually or at client locations rather than maintaining a walk‑in office. Worthique is a newly registered, very small practice — the brochure reports about $758,000 in assets under management and three clients as of year‑end — and its principal brings prior product‑management and technology experience from large financial‑services and fintech employers. The firm’s use of multiple custodial platforms (including an institutional custodian alongside digital/wrap platforms) and its practice of combining ongoing planning and portfolio management in certain engagements are features that differentiate it from many peers of similar size.

To learn more about the advisors currently working at Worthique, 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.