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 provides investment advisory and financial planning services to individual and high‑net‑worth clients, delivering ongoing portfolio management, written investment policy statements, and one‑time financial plans. The firm also offers estate‑planning referrals via a technology platform and provides annual tax return preparation at no additional charge for clients who maintain specified levels of assets under management. The firm manages accounts on both a discretionary and non‑discretionary basis and uses a mix of analytical approaches (fundamental, quantitative, cyclical, technical, and modern portfolio theory) to construct portfolios. Its investment program includes longer‑term and shorter‑term trading as well as strategies that use leverage and derivatives — including margin transactions, options trading, and short sales — and the firm discloses the use of borrowing in separately managed accounts, a practice that is less common among similar team firms. Noteworthy operational features include an established referral arrangement with an online lead provider, and the firm’s principals also engage in related activities as licensed insurance agents and accountants, which the firm discloses as potential conflicts of interest. Magnolia Wealth requires custody through a specified institutional custodian and accepts certain third‑party soft‑dollar benefits and support from that custodian, which the brochure describes as part of its operating arrangements.

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.