A complete list of active advisors currently associated with Malakoff Wealth

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

Malakoff Wealth provides financial planning and consulting services to individuals, nonprofit organizations, banks, business entities, and retirement plans. The firm does not manage client assets or accept custody; its delivered services are written plans, periodic reviews, and implementation recommendations rather than in-house portfolio management. The firm’s advice is plan-driven, using fundamental analysis and manager/fund evaluation to inform asset-allocation recommendations, with annual plan reviews and rebalancing when appropriate. When investment management is needed, Malakoff routinely refers clients to an unaffiliated custodian/adviser relationship (LPL Financial) rather than offering discretionary portfolio management itself. Compared with many team firms, Malakoff is notable for operating without AUM‑based billing or direct portfolio management and for a small client roster served by multiple advisers, which concentrates its practice on planning engagements. Several advisers are dually registered as broker‑dealer representatives and insurance agents and may receive commissions for product sales; the brochure discloses these potential conflicts and stresses that clients are free to implement recommendations elsewhere.

To learn more about the advisors currently working at Malakoff 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.