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.

The firm provides investment management and financial planning services to individuals, high‑net‑worth individuals, and business clients through both ongoing and project‑based engagements. As a fee‑only registered adviser, it offers discretionary and non‑discretionary portfolio management across stocks, bonds, mutual funds, ETFs, and may recommend or utilize outside managers. The firm’s investment process centers on asset allocation and elements of modern portfolio theory, incorporating fundamental, technical, and charting analysis and a mix of passive and active vehicles to align with client objectives and risk tolerance. Portfolios can be customized for socially responsible investing and are monitored on a regular schedule with event‑driven reviews; the firm also documents client‑imposed restrictions and uses third‑party platforms and managers for implementation when appropriate. Noteworthy characteristics include that the firm is newly established and currently reports no assets under management or active client accounts, and it does not follow the typical solo‑practitioner profile common among independent advisers. Its operational model features participation in platform programs (including a model‑marketplace and bundled subscription offerings) and direct‑account arrangements with third‑party providers, which can affect how model portfolios, tax tools, and implementation are delivered.

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.