A complete list of active advisors currently associated with Woven Prosperity

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

Woven Prosperity is an independent, single-advisor registered investment adviser that provides financial planning, consulting, and discretionary portfolio management to individual and high-net-worth clients. The firm reports managing approximately $7.2 million for 11 clients and offers both project- or hourly-based financial planning and ongoing asset-based investment management, including the option to construct simplified portfolios from mutual funds or ETFs. The firm uses individualized asset allocation as its primary approach, drawing on third‑party research and computer models, and monitors portfolios for changes in market conditions or client circumstances. It provides discretionary management under a limited power of attorney, conducts at least annual reviews, permits written client restrictions (including socially responsible investing mandates), and discloses the specific risks associated with international investing and non‑U.S. securities. Noteworthy distinctions include a significant non‑U.S. client base—an uncommon feature among independent advisers—and a small, concentrated client roster that yields a relatively high asset-per-client profile. The owner holds CFP certification, discloses minimal outside activities (administrative/operations consulting to other advisers and limited rental‑property management), and documents these arrangements and potential conflicts in the firm brochure.

To learn more about the advisors currently working at Woven Prosperity, 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.