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

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

Mabry Wealth Management provides ongoing portfolio management and tailored advice to individual and high-net-worth clients, including oversight of custodial accounts and management of held-away retirement plans such as 401(k)s. The firm constructs portfolios primarily using mutual funds and ETFs and customizes recommendations based on each client’s goals, risk tolerance, and time horizon. The firm employs a disciplined strategic asset allocation framework while also using tactical deviations and long-term trading when appropriate, and it implements model allocations, regular rebalancing, and risk management consistent with clients’ objectives. Mabry accepts discretionary authority to make investment changes and explicitly extends discretionary, tax-efficient asset location and opportunistic rebalancing to accounts not custody-held by the firm. Distinctive aspects include active discretionary management of held-away employer-sponsored plans and a requirement that client custody be maintained at Charles Schwab, reflecting participation in Schwab’s institutional program and receipt of related research and services. The firm discloses that it does not aggregate trades across client accounts—a practice that may affect execution prices—and operates at a modest scale (roughly $12.2 million in AUM across about 50 clients), which shapes its operational profile.

To learn more about the advisors currently working at Mabry 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.