A complete list of active advisors currently associated with M Wealth Management, LLC

Warmer can help you find a great advisor at M Wealth Management, LLC or one who fits your needs even better.

M Wealth Management provides discretionary asset management and financial planning to individual and high‑net‑worth clients as well as businesses, and also offers tax planning and preparation services through an affiliated accounting business operating as Melbrod Tax Services. The firm offers both comprehensive and compartmentalized planning engagements and implements portfolios using a mix of individual securities, ETFs, mutual funds and other instruments. The firm describes an evidence‑based, long‑term investment approach that emphasizes “controlling what you can control,” including tailored investment plans, broad diversification by asset class and by return dimensions (small vs. large cap, value vs. growth) and diversified return streams (Trend, Momentum, Carry, Defensive), along with regular rebalancing, tax‑aware implementation and behavioral coaching. Planning work includes a “Total Wealth” view that factors client human capital relative to financial capital as part of goal setting and strategy design. Compared with many peers, M Wealth is notable for its formal affiliation with an accounting/tax preparation practice and for ownership/registration ties to other registered investment advisers, arrangements the brochure discloses and says are managed under separate agreements to address conflicts of interest. The firm’s explicit use of return‑stream diversification and the human‑capital analysis in routine planning are additional features that distinguish its approach from more conventional advisor practices.

To learn more about the advisors currently working at M Wealth Management, 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.