A complete list of active advisors currently associated with Destiny Money Management

Warmer can help you find a great advisor at Destiny Money Management or one who fits your needs even better.

Destiny Money Management provides financial planning and non‑discretionary investment advice to individuals as well as small businesses and non‑profit organizations. The firm also offers financial literacy educational events, including webinars, seminars and workshops, and begins client relationships with a free initial consultation and written financial plans. The adviser prepares written securities recommendations and annual plan reviews but does not accept custody or exercise discretionary portfolio management for client accounts; clients are expected to implement recommendations through their chosen custodians. Destiny relies on a contractual relationship with a third‑party money manager and research platform for portfolio support — including access to the KonnexME Advisor Track and the Wright Investment Strategy — and discloses that it receives compensation from that arrangement. What is distinctive about the firm compared with many independent advisers is its combination of public financial education offerings and an advisory model that avoids percentage‑of‑AUM billing and in‑house discretionary portfolio management. For clients seeking active, managed accounts, Destiny directs them to its third‑party partner under a referral arrangement, while retaining a focus on written plans, consultative reviews, and documented third‑party disclosures.

To learn more about the advisors currently working at Destiny Money Management, 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.