A complete list of active advisors currently associated with MAPT Capital

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

MAPT Capital is a fee-only advisory firm that provides discretionary and non‑discretionary portfolio management and project‑based financial planning for U.S. and cross‑border clients, including individuals, families, pension and profit‑sharing plans, charitable organizations, and businesses. The firm generally expects a minimum account size of $100,000 and may provide financial planning at no charge for clients with $500,000 or more in assets under management, with planning for smaller accounts considered on a case‑by‑case basis. The firm’s investment approach emphasizes modern portfolio theory, combining passive and active strategies across stocks, bonds, mutual funds, ETFs and, when appropriate, outside managers, while also accommodating client‑imposed restrictions and socially‑conscious screens. Financial planning is integrated with investment decisions and explicitly addresses international tax‑jurisdiction exposure, family composition, cash flow, retirement, estate, insurance, and risk‑management considerations. What distinguishes MAPT from many peers is its explicit focus on cross‑border and international wealth matters and the advisers’ prior international wealth‑management and academic experience, coupled with CFP certification and legal training on the team. MAPT operates as a small, recently formed boutique (three advisers, roughly 15 clients, and about $5.9 million in AUM), and it requires client custody with a limited set of institutional custodians (Schwab, Altruist, or Fidelity).

To learn more about the advisors currently working at MAPT Capital, 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.