A complete list of active advisors currently associated with Mayfair Advisory Group, LLC

Warmer can help you find a great advisor at Mayfair Advisory Group, LLC or one who fits your needs even better.

Mayfair Advisory Group serves a mix of individual and high-net-worth clients, as well as trusts, non-profits, and employer-sponsored retirement plans, offering financial planning, consulting, portfolio management and retained wealth management services. The firm reports over $800 million in discretionary and non‑discretionary assets under management and provides both investment management and stand‑alone planning engagements. Investment decisions are made by an Investment Committee of the firm’s principals and are implemented through mutual funds, ETFs, separately managed accounts and selected Independent Managers, with periodic use of interval funds for certain allocations. Portfolios are tailored to clients’ risk tolerance, time horizon and broader financial plans, and the firm performs ongoing monitoring and due diligence of third‑party managers it selects. Compared with similarly sized advisory teams, MAG’s asset base per advisor is unusually large — more than $200 million of AUM per advisor — and the firm maintains institutional custody relationships (Schwab and Fidelity) that provide access to institutional trading desks, block trading and technology/support services. The firm also offers ERISA fiduciary retirement plan consulting and ongoing oversight of held‑away products (e.g., variable annuities and employer plan assets) alongside its individual wealth management work.

To learn more about the advisors currently working at Mayfair Advisory Group, 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.