A complete list of active advisors currently associated with Mannion Money Advisory

Warmer can help you find a great advisor at Mannion Money Advisory or one who fits your needs even better.

Mannion Money Advisory provides financial planning, non-discretionary ad hoc consulting, and discretionary portfolio management to individuals, families, and small businesses, and also accepts corporate/business clients. The firm combines written financial plans with ongoing portfolio oversight and automated implementation of strategic allocations for managed accounts. The firm follows a long-term, goals-based investment approach that emphasizes diversified asset allocation, cost-efficient ETFs, periodic rebalancing, and limited trading. It acts with discretionary authority for managed accounts, uses a single custodian platform for custody and trade execution, and employs block-ordering tools to support consistent rebalancing. Compared with peers in the investment-manager category, the firm is notable for serving non‑institutional individual and small-business clients and for offering hourly ad hoc consulting and travel-expense billing alongside asset-based portfolio management. Its client-fee structure includes a proprietary discount mechanism that references objective inputs (including a short-term benchmark rate and client contribution history) to adjust asset-based fees, and the firm retains ownership of its financial planning deliverables.

To learn more about the advisors currently working at Mannion Money Advisory, 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.