A complete list of active advisors currently associated with Mauro Capital Management, Inc.

Warmer can help you find a great advisor at Mauro Capital Management, Inc. or one who fits your needs even better.

Mauro Capital Management provides personalized investment management, periodic investment consultation, and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and small businesses. Its advisory services explicitly include retirement planning and tax planning/tax return preparation as part of the firm’s financial planning offerings. The firm follows an active portfolio management approach that combines strategic and tactical asset allocation with opportunistic short‑term trading when deemed appropriate, drawing on fundamental, technical, charting, and cyclical analysis across equities, ETFs, mutual funds, fixed income, currencies, commodities, and options. Clients may engage the firm for discretionary ongoing management or for hourly investment consultation and financial planning, with account reviews on an ongoing basis or when triggered by market or life‑event changes. Compared with many solo independent advisors, Mauro Capital Management is notable for integrating accounting expertise into its advisory practice: the firm’s principal holds a CPA credential and the firm offers direct tax return preparation and tax planning alongside investment advice, a service mix that is uncommon among peers. The firm is a long‑standing, fee‑only registered adviser with a small client base and emphasizes fiduciary duty while using qualified custodians for custody and execution.

To learn more about the advisors currently working at Mauro Capital 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.