A complete list of active advisors currently associated with Map to Your Wealth LLC

Warmer can help you find a great advisor at Map to Your Wealth LLC or one who fits your needs even better.

The firm provides investment management, financial planning, and employee benefit plan services to individuals, trusts, small businesses, pension plans, and charitable organizations. It delivers ongoing portfolio supervision and written financial plans, and offers participant education and monitoring for employer-sponsored retirement plans. Investment programs are built from client-specific investment policies and typically implemented with passive, low-cost index mutual funds and ETFs, while fundamental analysis is used when assessing particular securities. The firm will include actively managed funds or individual stocks at a client’s request and places client assets on an institutional custody platform for trade execution and reporting. Operating at a boutique scale with roughly $3.9 million in discretionary assets across a small number of client relationships, the firm’s practice differs from many peers by advising charitable organizations and providing pension/employee benefit plan consulting. The principal’s background combines prior experience in medicine and an MBA with Series 65 licensure, and the firm also offers a year‑round comprehensive planning option billed on a monthly basis.

To learn more about the advisors currently working at Map to Your Wealth LLC, 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.

Name	Location	Years of experience
Sivaparvati Thagirisa	Floral Park, NY	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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