A complete list of active advisors currently associated with Bill Messner Contrarian Investment Advisory, LLC

Warmer can help you find a great advisor at Bill Messner Contrarian Investment Advisory, LLC or one who fits your needs even better.

Bill Messner Contrarian Investment Advisory, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and state or municipal entities, and also accepts pension and profit-sharing plan clients. Advisory services routinely cover goal setting, cash flow and tax planning, insurance review, retirement and estate planning, education funding, and implementation of investment recommendations. The firm follows a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as the core and selectively adding active funds or strategies as satellites, documented in a written investment policy statement and often implemented on a discretionary basis. Portfolios may include a broad range of instruments — including leveraged and inverse ETFs, options, margin, and other complex products that require active monitoring — and the firm offers discretionary management options for employer retirement plans with separate log‑ins when available. Compared with many independent advisors, the firm’s brochure discloses several uncommon features: it provides portfolio management to institutional clients and offers pension consulting and employer retirement-plan management, and it reports state or municipal clients. The brochure also contains a disciplinary disclosure: a December 7, 2018 consent agreement with the Pennsylvania Department of Banking and Securities concerning a failure to file a GAAP balance sheet, resulting in a $10,000 administrative assessment, which the firm discloses to prospective clients.

To learn more about the advisors currently working at Bill Messner Contrarian Investment Advisory, LLC, 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.

Name	Location	Years of experience
William Messner	New Castle, PA	30

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support