Clear guidance, personalized strategies, and ongoing support from advisors who understand what matters to you.
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Good advice is our service model geared towards mass-affluent households seeking sophisticated wealth management using modern technology with the human touch of a financial advisor.
Good Advice combines the efficiency and transparency of technology-driven portfolio management with the oversight of a dedicated Investment Committee, ensuring that every allocation decision is grounded in rigorous research, consistent methodology, and a clearly defined investment philosophy.
Good Advice uses technology to deliver a better portfolio management experience. But rather than relying solely on automated algorithms to create your portfolio, our Investment Committee makes decisions using a historically aware process that accounts for the risk-reward trade-offs in the current environment. And when you have questions or face an important financial decision, you can talk it through with an advisor who provides you with personalized guidance and financial expertise. It’s a modern approach to wealth management that ensures you benefit from the efficiency and lower costs of better technology without sacrificing the judgment and accountability that only a professional advisor can provide.
Financial Advisor
Patrick Schwendeman is an Advisor at Ritholtz Wealth Management with 12 years of industry experience. He holds a bachelor’s degree in Economics from the University of Kentucky and maintains Series 65, Series 63, and Series 6 registrations. Patrick brings a deep appreciation for the wealth management profession and values working alongside a team of leading industry professionals to help clients make informed financial decisions.
Financial Advisor
Tyler Hillyer is a Financial Advisor at Ritholtz Wealth Management based in San Francisco. He specializes in helping clients develop and implement comprehensive financial plans that align with their values and life goals. Tyler focuses on building long-term relationships with his clients, providing ongoing guidance through life’s transitions and financial complexities. Before joining Ritholtz Wealth Management, Tyler gained experience in financial planning and investment management, working with individuals and families to address their unique financial needs. He is dedicated to delivering clear, actionable advice that helps clients achieve financial confidence and security.
