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

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

Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals and families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. Services include discretionary and non‑discretionary investment management, ERISA‑aware retirement plan advisory, and integrated financial planning as part of its advisory engagement. The firm’s investment approach is fiduciary‑driven and centers on a predominantly ETF‑based core for diversified, low‑cost exposure, supplemented by active and strategic allocations as warranted by the Investment Committee. An in‑house Investment Committee meets regularly and leverages partnerships with large money managers, third‑party sub‑advisers (including 55ip for tax‑loss harvesting and JPMIM for direct indexing), and independent analytics in constructing and vetting portfolios. Mascoma Wealth Management is an SEC‑registered advisor that operates as a wholly owned subsidiary of Mascoma Bank, a banking affiliation that informs trustee services and creates potential conflicts of interest disclosed in its brochure. The firm’s combination of bank affiliation, explicit municipal client relationships, required custody through a single custodian, and use of subsidized tax‑harvesting services tied to specific fund allocations distinguishes it from many peers.

To learn more about the advisors currently working at Mascoma 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.