A complete list of active advisors currently associated with Maney Wealth

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

Maney Wealth is an independent, single‑advisor registered investment adviser that provides portfolio management and standalone financial planning and consulting to high‑net‑worth individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations/LLCs. The firm’s planning services include integrated wealth planning, tax‑aware investment analysis, coordination with outside professionals, and access to third‑party estate‑planning platforms. Advisory portfolios are individualized and continuously monitored, built from stocks, bonds, ETFs, mutual funds and, where appropriate, alternative investments, with rebalancing and cash‑management practices tied to client objectives and time horizons. The firm describes a primarily long‑term, goals‑based approach that employs fundamental, technical and cyclical analysis and generally does not pursue short‑term or high‑frequency trading. What is distinctive is the firm’s institutional client acceptance — including pension and profit‑sharing plans — which is uncommon for a solo independent adviser, while the firm does not target non‑HNW retail individuals. The adviser is newly registered, manages a very small client base with roughly $9.4 million in regulatory assets under management, and recommends Schwab as the primary custodian, factors that inform its operational model.

To learn more about the advisors currently working at Maney 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.