A complete list of active advisors currently associated with Mauney-Pitt Financial Management, Inc.

Warmer can help you find a great advisor at Mauney-Pitt Financial Management, Inc. or one who fits your needs even better.

Mauney‑Pitt offers discretionary wealth management, comprehensive financial planning, and 3(38) retirement plan advisory services for individuals, trusts, estates and businesses, implementing portfolios using low‑cost mutual funds and ETFs and, where appropriate, individual securities. The brochure highlights that the firm acts as a fiduciary for ERISA accounts and provides written investment policy, benchmarking, participant education and ongoing oversight for plan sponsors. The firm describes a primarily long‑term investment approach that combines fundamental and technical analysis to build diversified portfolios, with flexibility to rebalance, hold legacy positions for tax or fit reasons, or use shorter‑term trades as market conditions warrant. Mauney‑Pitt may engage unaffiliated independent managers for portions of client assets and conducts ongoing due diligence and oversight of those managers. Distinctive aspects in the brochure include a substantial asset base—$418 million—managed by a three‑advisor team serving roughly 700 clients and an institutional platform relationship that supplies research and operational support. The disclosure also notes that certain advisory personnel are licensed insurance professionals who may earn separate commissions on insurance sales, so the firm combines fee‑based investment management, retirement plan fiduciary work, and some commission‑based insurance activity.

To learn more about the advisors currently working at Mauney-Pitt Financial Management, Inc., 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.