A complete list of active advisors currently associated with WorthWise Financial Partners

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

WorthWise Financial Partners is an independent, state-registered advisory firm managing roughly $23.2 million for 34 clients. The firm provides discretionary, individually tailored portfolio management and a range of financial planning services, including project-based plans, stand‑alone engagements, and an ongoing subscription-style planning program, and it accepts both individual and high‑net‑worth clients without a firm account minimum. The firm applies Modern Portfolio Theory and a primarily passive investment construction—typically using index-based mutual funds and ETFs—while reserving the option to select actively managed funds when justified by statistical analysis; recommendations are further refined using fundamental and cyclical analysis and are tailored to client objectives, tax considerations, and any client‑imposed investment restrictions. WorthWise operates discretionary accounts and performs periodic portfolio reviews and rebalancing based on client risk profiles and drift from allocation targets. Notable distinctions for a solo adviser of this size include a subscription-style ongoing planning model with documented plans and monitoring, active handling of “held‑away” employer retirement accounts via an order management system to address asset location and allocation in those accounts, and explicit custodian recommendations that include Charles Schwab, my529, and Flourish Cash. The firm reports no outside compensation, does not participate in soft‑dollar arrangements or wrap programs, and is led by a CFP®‑credentialed principal.

To learn more about the advisors currently working at WorthWise Financial Partners, 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.