A complete list of active advisors currently associated with Mandel Financial Services

Warmer can help you find a great advisor at Mandel Financial Services or one who fits your needs even better.

Mandel Financial Services is an independent, solo-registered adviser that serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning. The firm documents client goals and risk tolerance in Investment Policy Statements and integrates financial planning into its portfolio management offering while also making standalone ongoing planning available. The adviser uses a wide range of analytical methods — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and implements both long- and short‑term trading strategies. Portfolios may include mutual funds, ETFs (including precious‑metal ETFs), REITs, fixed income, commodities, venture capital and private placements, and the firm may employ margin, options and short sales where appropriate. Noteworthy features include a small client roster (about a dozen clients) with roughly $28 million in assets under management, and the combination of that scale with access to less liquid and higher‑risk investments (private placements and venture capital) that are less common for solo advisers. The firm typically uses an institutional custodian and may receive related services and research (soft‑dollar benefits); it does not participate in wrap fee programs or accept performance‑based fees.

To learn more about the advisors currently working at Mandel Financial Services, 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.