A complete list of active advisors currently associated with WWM Advisory Inc.

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

WWM Advisory Inc. provides investment advisory services including portfolio management, discretionary and non‑discretionary account supervision, monitoring, and financial planning to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans. The firm limits its advisory relationships to clients who engage the affiliated business‑management firm for personal and business management services. WWM develops individualized portfolios through a client data‑gathering process that establishes objectives, time horizon, risk tolerance, and liquidity needs, and it emphasizes asset allocation and mutual fund/ETF analysis as primary methods of investment selection. The firm may recommend third‑party money managers but does not act as a solicitor or accept compensation from those managers, and rebalancing or manager changes are implemented with client approval. WWM’s structure includes accounting and business‑management services alongside its investment advice, a characteristic that is uncommon among peers and reflects the principals’ accounting background and non‑investment professional services. The firm also does not charge percentage‑of‑assets management fees for its portfolio services—those services are provided at no additional charge to the affiliated business‑management clients—and because it offers bill‑paying and management services it is deemed to have custody and engages an annual PCAOB custody audit.

To learn more about the advisors currently working at WWM Advisory 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.