A complete list of active advisors currently associated with Your Investment Advisor

Warmer can help you find a great advisor at Your Investment Advisor or one who fits your needs even better.

Your Investment Advisor provides discretionary portfolio management to individuals and trusts, managing $2,639,366 across 14 client accounts as of January 2, 2026. Services focus on constructing and maintaining asset-allocation-based portfolios using equities, fixed income, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents, with an account minimum of $25,000 (waivers available). The firm’s investment process combines a strategic/passive framework and modern portfolio theory—favoring index funds and ETFs and periodic rebalancing—with complementary fundamental security analysis and top-down macroeconomic assessment to guide sector and security selection. It does not advise on options or margin, operates on a discretionary basis, and conducts reviews generally on a quarterly cadence. Distinctive aspects include the firm’s small scale and recent formation, which result in individualized trade execution without aggregation across multiple client accounts. The principal maintains full-time external employment in the aerospace and defense industry (about 40 hours per week), the firm does not accept proxy-voting authority, does not receive soft-dollar benefits, and does not provide written performance reports to clients.

To learn more about the advisors currently working at Your Investment Advisor, 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.