A complete list of active advisors currently associated with Maggi Investment Services, LLC

Warmer can help you find a great advisor at Maggi Investment Services, LLC or one who fits your needs even better.

Maggi Investment Services provides investment advice and financial planning primarily to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, hourly or fixed-fee financial plans, and referrals to third‑party money managers. The firm’s practice places the majority of client assets with external managers and uses a mix of tailored planning and ongoing account oversight rather than in‑house proprietary products. Investment decisions are guided by client goals, time horizons and risk tolerances, with analysis that can include fundamental, technical and cyclical methods and strategies ranging from long‑term buys to option strategies. MIS operates a formal co‑advisor relationship with Gradient Investments, through which it selects model portfolios for clients and shares in management arrangements while maintaining client‑specific risk profiles. Noteworthy distinctions include the firm’s affiliation with an insurance and tax‑preparation business (Maggi Tax Advisory Group, Inc.) and ownership links into entities that hold a minority interest in Gradient, which create disclosed referral and fee‑sharing conflicts that the firm says it mitigates through disclosures and fiduciary procedures. Compared with many peers, MIS is small in assets and client count and relies heavily on third‑party managers and structured co‑advisor/incentive arrangements, so clients should review the referral, fee‑sharing and incentive relationships described in the brochure.

To learn more about the advisors currently working at Maggi Investment Services, 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.