A complete list of active advisors currently associated with Mary & Pip

Warmer can help you find a great advisor at Mary & Pip or one who fits your needs even better.

Mary & Pip Investments, LLC provides discretionary portfolio management to individual investors and families through an online, interactive platform. The firm delivers ETF-based model portfolios, automated rebalancing, and may use third‑party model managers within its digital program. Investment recommendations are generated by proprietary algorithms alongside quantitative tools and qualitative oversight, with a long-term, buy‑and‑hold orientation and continuous automated monitoring. Portfolios consist primarily of ETFs, may hold cash or cash equivalents as part of the strategy, and include limited digital-asset ETF allocations only after a separate client risk acknowledgment. The firm operates with a compact advisory team supported operationally by a parent company that also produces educational content, events, and workshops, and the principal’s public media presence is disclosed as a potential conflict. Mary & Pip runs a wrap‑fee program, centralizes custody and execution through an integrated broker‑custodian that supports fractional trading, and documents separate consents and disclosures for higher‑risk allocations such as digital‑asset exposures.

To learn more about the advisors currently working at Mary & Pip, 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.