A complete list of active advisors currently associated with Masonboro Advisors

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

Masonboro Advisors serves individual and high‑net‑worth clients, as well as trusts and corporate accounts, providing discretionary portfolio management, financial planning, and sub‑advisory services. The firm also offers a proprietary Yield Enhancement Strategy that primarily uses structured notes and makes insurance products available through an affiliated insurance portal. Masonboro emphasizes individualized portfolio construction and long‑term asset allocation, employing mutual funds, ETFs, individual stocks and bonds, and structured products as appropriate to client objectives; accounts are typically custodied at major custodians and monitored on an ongoing basis. The firm also acts as a sub‑adviser to other registered advisers and broker‑dealers, offering the same investment programs to third parties when selected by a primary adviser. Compared with many peers of its size, Masonboro operates from five offices and has formal third‑party marketing and referral arrangements, including a paid referral agreement with an online recommendation service and a structured product wholesale agreement to market its sub‑advisory services. It is also affiliated with a tax/advisory company and an insurance portal, and in recent years completed registration with the SEC and expanded disclosure around the Y.E.S. structured‑notes program.

To learn more about the advisors currently working at Masonboro Advisors, 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.