A complete list of active advisors currently associated with Wurz Financial Services, LLC
Warmer can help you find a great advisor at Wurz Financial Services, LLC or one who fits your needs even better.
Wurz Financial Services provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, and offers targeted business consulting for law firm owners. Services include ongoing portfolio management, one-time and ongoing financial planning, and business planning with regular strategy sessions and collaborative software access. The firm typically implements discretionary portfolio management guided by an Investment Policy Statement for each client and employs a mix of analytical methods (fundamental, technical, quantitative, and modern portfolio theory) with both long- and short-term trading strategies. Its investable universe extends beyond common mutual funds and ETFs to include real estate funds, private placements, venture capital, commodities, and precious-metal ETFs, reflecting a broadly diversified approach. Compared with peers, Wurz is notable for its explicit focus on law firm owners in its business-planning offering, its availability of subscription-style ongoing financial planning billed monthly, and its affiliated insurance activity and CPA referral arrangements that can create additional compensation relationships. The firm also operates with a relatively high client load per advisor, and has recently transitioned to SEC registration.
To learn more about the advisors currently working at Wurz Financial Services, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 10
| |
Holland, OH
| 9
|
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