A complete list of active advisors currently associated with Magnolia Private Wealth, LLC

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

Magnolia Private Wealth is an SEC-registered advisory firm that serves individual clients (including high-net-worth households), trusts, estates, pension and profit-sharing plans, charitable organizations, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, employee benefit plan services, and, for qualified investors, access to private fund investments. Magnolia customizes plans and ongoing management to clients’ objectives and risk tolerances, employing a mix of fundamental and technical analysis and conducting formal account reviews at least annually. The firm requires clients to custody assets at major custodians (Schwab or Fidelity) for execution and reporting, and it monitors accounts on a continuous basis. A distinguishing feature is Magnolia’s affiliation with an accounting firm, Chris J. Roe CPA, and with Yankee Advisor Network, an insurance brokerage general agency; the firm may refer clients to those affiliates for tax, accounting, or insurance services, which creates an economic incentive to use affiliated providers. Operating with a four-advisor team and roughly $272 million in assets under management, Magnolia also emphasizes employee-plan consulting and the ability to offer private fund opportunities to accredited or qualified investors, which is less common for teams of this size.

To learn more about the advisors currently working at Magnolia Private Wealth, 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.