A complete list of active advisors currently associated with Wykrent, Damon

Warmer can help you find a great advisor at Wykrent, Damon or one who fits your needs even better.

The firm provides financial planning, asset management, asset-allocation advice and one-time or ongoing consultations to individuals, high net worth individuals, trusts, estates and charitable organizations. Offerings include comprehensive or modular written plans, ongoing planning engagements, and portfolio management delivered on a discretionary or non‑discretionary basis. The firm’s investment approach emphasizes broad diversification informed by Modern Portfolio Theory, favoring mutual funds and ETFs over individual security selection and relying primarily on academic research rather than market timing or analyst stock picking. Portfolios are implemented using long‑ and short‑term purchase strategies and the firm creates a written investment policy tailored to each client’s objectives. Noteworthy features include a concurrent consulting and expert‑witness practice operated through a separate LLC, with a significant portion of the advisor’s time devoted to those activities, which may affect capacity for advisory work. The brochure discloses $30.6 million in discretionary AUM across 23 clients—implying a relatively high average asset level per client—and a reliance on Charles Schwab for custody and technology services that the firm identifies as a potential source of conflicts of interest.

To learn more about the advisors currently working at Wykrent, Damon, 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.