A complete list of active advisors currently associated with Magness Wealth Management

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

Magness Wealth Management is a fee-only registered investment adviser that provides discretionary portfolio management and both ongoing and project-based financial planning to individuals, high-net-worth clients, and businesses. The firm also facilitates introductions to third‑party professionals and may recommend outside managers or custodial platforms to implement client strategies. The firm’s investment approach combines modern portfolio theory with both passive and active techniques, using fundamental, technical, and charting analysis to construct portfolios of stocks, bonds, mutual funds, and ETFs. It may allocate to outside managers or model portfolios (including through AssetMark and a model marketplace) and discloses periodic use of third‑party AI tools to supplement research, with human review of AI outputs. Notable distinctions from many small independent advisers include its recent formation as an LLC with a single registered advisor while relying on institutional platform services (Altruist’s custody and model marketplace, and optional AssetMark access) rather than operating as a traditional solo practitioner. The firm’s brochure also discloses non‑investment outside business activities (house/farm sitting) and explicit AI disclosures, both of which are uncommon features to see highlighted in a firm of this size.

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

Name	Location	Years of experience
Mariah Magness	Tionesta, PA	1

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