A complete list of active advisors currently associated with Wright Benefit Advisors Inc.

Warmer can help you find a great advisor at Wright Benefit Advisors Inc. or one who fits your needs even better.

Wright Benefit Advisors provides portfolio management, pension consulting (including 401(k) plan services), financial planning, and education seminars and workshops to individuals (including high‑net‑worth clients), businesses, and pension/profit‑sharing plans. The firm serves a small client roster and delivers services on both ongoing asset‑based engagements and shorter‑term or hourly consulting assignments. The adviser documents client objectives in written Investment Policy Statements and applies a mix of fundamental, quantitative, technical analysis and modern portfolio theory to construct long‑term portfolios, offering both discretionary and non‑discretionary management. Wright Benefit Advisors also uses model portfolios and tax‑management tools available through its custodian platform and provides regular account reports generated by the custodian. Distinctive features for the firm include an unusually large share of assets managed on a non‑discretionary basis (roughly $31.5 million non‑discretionary versus about $5.9 million discretionary) and the provision of education seminars and periodic client communications. The firm is affiliated with an insurance brokerage and discloses that representatives may offer insurance products, a relationship the brochure notes can create potential conflicts that are disclosed and managed.

To learn more about the advisors currently working at Wright Benefit Advisors Inc., 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.