A complete list of active advisors currently associated with M3 Advisory Group, LLC

Warmer can help you find a great advisor at M3 Advisory Group, LLC or one who fits your needs even better.

M3 Advisory Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporations. The firm manages roughly $342 million for about 341 client relationships and operates with a small advisory team across multiple offices. The firm’s investment process emphasizes disciplined risk control and a long‑term orientation, using Riskalyze‑based asset allocation models and a mix of ETFs, mutual funds, equities and fixed income to implement portfolios. Model allocations (from conservative to aggressive) incorporate an active “core equity” sleeve, scheduled rebalancing, and—when appropriate—portions of client assets managed by unaffiliated Independent Managers under M3’s oversight. Noteworthy features include a comparatively large asset base relative to its small advisory team, a recent expansion to offer Independent Managers, and a firm policy change to no longer vote client proxies. The firm also maintains an institutional platform relationship with a major custodian and discloses that some advisory personnel hold insurance licenses and may receive commission income from insurance product sales, a practice the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at M3 Advisory Group, 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.