Wealthspire Advisors

We are a Registered Investment Advisor (RIA) serving as a wealth advisor, investment manager, financial consultant, and fiduciary for our clients. With a longstanding commitment to the highest industry standards, our compensation structure is fee-only and our advisors work without proprietary products or sales incentives, minimizing conflicts of interest. All discretionary assets held with major third-party custodians.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.