A complete list of active advisors currently associated with Mainstay Capital Management, LLC

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

Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trust and corporate accounts, and workplace-savings participants. The firm manages individual 401(k), 403(b), 457, IRA and non‑retirement accounts and also offers financial planning and educational workshops to employees and retirees of large employers and public plans. Investment advice is delivered through discretionary portfolio management and a tactical asset‑allocation approach using mutual funds, ETFs and listed securities, with analysis that includes fundamental, technical, cyclical and quantitative methods. The firm integrates its Mainstay Compass planning process and credentialed planning staff into portfolio management and may use third‑party trading/account‑management platforms for operational efficiency while retaining investment decision authority. Compared with many multi‑team advisors, Mainstay emphasizes workplace savings plan management—identifying specific employer plan populations and tailoring 401(k) portfolio services to plan‑available options—and reports serving banking or thrift institution clients, a client type that is uncommon among peers. The firm is independent and fee‑only, offers some planning and workshop services at low or no charge in certain cases, and relies on custodial relationships and referral arrangements to support client servicing.

To learn more about the advisors currently working at Mainstay Capital 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.