A complete list of active advisors currently associated with Magna Advisors

Warmer can help you find a great advisor at Magna Advisors or one who fits your needs even better.

Magna Advisors provides tailored investment management and financial planning services to individual investors (including high‑net‑worth clients), family offices, and businesses. The firm offers one‑time financial plans, ongoing planning support, and hourly planning in addition to continuous portfolio management. The firm manages discretionary portfolios based on individualized asset allocations and uses a mix of fundamental analysis, mutual fund/ETF selection, and asset‑allocation strategies to implement client objectives; it may also use derivatives, margin, and short sales when appropriate. Custody and trade execution are typically arranged through a recommended qualified custodian, and the adviser aggregates trades for block execution across managed accounts. What distinguishes the firm is that its principal maintains concurrent, disclosed insurance and mortgage/real‑estate brokerage activities through separate entities and has recent experience acting as a registered representative at broker‑dealers, while retaining the RIA’s separate advisory operations. The brochure notes the firm is newly formed and operates with a small asset base and client roster, and it states clients are not required to use the principal’s insurance or real‑estate services.

To learn more about the advisors currently working at Magna Advisors, 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.