A complete list of active advisors currently associated with Marcantel Wealth Management

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

Marcantel Wealth Management provides investment advisory and portfolio management services to individuals, high‑net‑worth individuals, and legal entities such as corporations, LLCs, and partnerships. The firm manages client portfolios, offers account review and implementation services, and can create custom stock portfolios or pursue active strategies at a client’s request. The firm’s stated investment approach emphasizes passive, low‑cost index funds, broad diversification, long‑term goal alignment, and tax‑aware asset allocation, drawing on Vanguard research and other external sources. When clients request active management, MWM may apply fundamental value‑investing techniques and individualized equity analysis in addition to its default passive strategy. Distinctive features include managing roughly $1.6 billion in client assets while operating with a compact advisory staff and a relatively small client base, a concentrated advisor‑to‑client structure that differs from many peers. The firm also uses multiple custodial arrangements—including a national clearing custodian accessed through its broker‑dealer and a commission‑free platform—and recently added a second state‑registered adviser, indicating a small but evolving team.

To learn more about the advisors currently working at Marcantel Wealth Management, 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.