A complete list of active advisors currently associated with Mangolds Investment Advisors Inc.

Warmer can help you find a great advisor at Mangolds Investment Advisors Inc. or one who fits your needs even better.

Mangolds Investment Advisors serves a mix of individual and institutional clients, including individual and high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, written financial planning, and educational workshops as part of its advisory offerings. The firm builds portfolios based on documented client goals, time horizons and risk tolerances and employs a mix of fundamental, technical, charting and economic analysis to inform investment decisions; account reviews are conducted at least monthly with formal client meetings at least annually. Financial plans are delivered in writing, and the firm’s workshops emphasize employer retirement plan participation and debt‑management education as supplemental client services. Mangolds is notable for its high client load relative to staff: the brochure lists 430 clients served by two advisory principals and reports $58.7 million in discretionary assets under management as of December 31, 2025, a client‑to‑advisor ratio that is uncommon for similarly sized supported firms. The firm also discloses an affiliated tax and accounting business operated by the firm’s principal (with a substantial monthly time commitment), a relationship the brochure identifies as a potential referral‑related conflict of interest for clients to consider.

To learn more about the advisors currently working at Mangolds Investment Advisors Inc., 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.