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

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

Magnolia Wealth Management is a small SEC-registered advisory firm serving individual and high‑net‑worth clients with discretionary asset management and financial planning, emphasizing business and retirement planning. The firm’s services include tailored portfolio management, annuity and brokered‑CD solutions, and referrals to third‑party money managers when a client’s needs warrant them. The firm applies fundamental analysis alongside Modern Portfolio Theory to construct asset allocations and conducts active monitoring and periodic rebalancing to align portfolios with clients’ stated objectives and risk tolerance. Magnolia typically custodizes client assets at Charles Schwab and conducts at least annual reviews while remaining available for client questions between formal reviews. Noteworthy features include a two‑advisor team managing roughly $183 million across about 385 client accounts, a relatively high client‑to‑advisor ratio for a firm this size, and disclosed insurance activity in which an adviser is a licensed insurance agent who devotes a meaningful portion of time to insurance product sales. The firm explicitly discloses potential conflicts tied to insurance commissions and to soft‑dollar and third‑party relationships and describes procedures in its ADV for managing those conflicts.

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