A complete list of active advisors currently associated with Wychick Investment Advisors, Inc.

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

Wychick Investment Advisors, Inc. is a small, state-registered advisory firm serving individuals (including both typical and high-net-worth clients), trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $32.8 million in discretionary client assets for about 104 clients and offers portfolio management, financial planning, and broader wealth management services such as retirement, education, estate planning, capital needs analysis, and risk management. The firm’s investment approach emphasizes long-term strategic allocations combined with mid-term tactical adjustments, with research that includes both fundamental and technical analysis. Portfolios may include global equities and fixed income, mutual funds, variable insurance products, options, and interests in partnerships (including real estate and oil and gas), and client accounts are reviewed at least quarterly with discretionary trading authority typical for managed accounts. A notable feature is that a principal of the firm is a licensed insurance agent and the firm’s representatives periodically sell insurance products (including variable life and annuities) for commission while the firm otherwise operates on a fee-based advisory model, creating dual sources of compensation. The firm also follows an educational, Department of Labor–aligned approach to rollover discussions and generally recommends Fidelity Institutional as a custodian, which can affect execution and custodial services.

To learn more about the advisors currently working at Wychick Investment 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.