A complete list of active advisors currently associated with McGorman Wealth Management

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

McGorman Wealth Management offers financial planning and portfolio management services for individual and institutional clients, and also conducts educational seminars and workshops. The firm discloses both fixed-fee and hourly-fee arrangements and uses third-party custodians for independent transaction reporting and recordkeeping. The firm incorporates a focus on data protection and technology risk management into its advisory practice, reflecting the principal’s background in information technology and cybersecurity and concurrent role as an IT supervisor at a regional electric cooperative. Internal supervision includes annual compliance reviews and oversight of account management processes. Compared with many peers in its category, the firm’s combination of financial planning, portfolio management for both individuals and institutions, fee flexibility (hourly and fixed), and client-facing educational programming is uncommon. The firm does not act as a private fund adviser and relies on an owner-led supervisory model and third-party custodians for operational controls.

To learn more about the advisors currently working at McGorman Wealth Management, 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.

Name	Location	Years of experience
Cole Mc Gorman	Watford City, ND	0

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