A complete list of active advisors currently associated with Massey Morgan Wealth Management, LLC

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

Massey Morgan Wealth Management serves individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations by providing financial planning and advisory services such as determination of financial objectives, cash‑flow management, tax, retirement and education planning, and coordination with other professionals. The firm’s role is primarily advisory and planning-focused rather than acting as a direct custodian or broker for client assets. Rather than managing portfolios in‑house, the firm refers clients to third‑party money managers and functions as a liaison—helping clients complete paperwork, delivering the third‑party managers’ disclosures, and reviewing custodial statements and periodic reports. The firm does not accept discretionary trading authority, does not vote client proxies, and clients are billed under the third‑party managers’ fee schedules while the firm receives disclosed referral and incentive compensation from those managers. A noteworthy aspect of the firm is that its principals maintain licensed insurance businesses and one principal devotes a substantial portion of time to insurance activities; commissions from insurance sales are disclosed as potential conflicts of interest. The reliance on referral arrangements instead of direct portfolio management or charging AUM fees, together with disclosed incentive arrangements from a third‑party manager, distinguishes the firm from many peers in the supported‑advisor category.

To learn more about the advisors currently working at Massey Morgan Wealth Management, LLC, 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.