A complete list of active advisors currently associated with Magnolia Wealth

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

Magnolia Wealth is a state-registered advisory firm that works primarily with individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm reports roughly $101.5 million in assets under management and charges asset-based advisory fees for ongoing portfolio oversight. The firm’s investment program draws on a mix of analytical methods (fundamental, technical, quantitative, and modern portfolio theory) and the brochure discloses use of options, margin/borrowing and other leveraged techniques, with attendant risk disclosures and periodic supervisory reviews. Magnolia Wealth also integrates tax services into its offering—providing annual personal tax return preparation for eligible advisory households—and includes financial planning with portfolio management engagements. Noteworthy differences from many peers include the firm’s connection to insurance and tax businesses: several supervised persons are licensed insurance agents and the firm’s principal conducts tax and insurance activities, a relationship the brochure identifies and says is managed through disclosures and procedures. The firm also describes use of AI-enabled tools for internal processes, refers clients to a digital/hybrid estate-planning platform, and has raised its stated account minimum while retaining discretion to waive it for certain clients.

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