A complete list of active advisors currently associated with Meadowbrook Advisors

Warmer can help you find a great advisor at Meadowbrook Advisors or one who fits your needs even better.

Meadowbrook Advisors is an SEC‑registered adviser that provides discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, non‑profits and retirement plans. Portfolios are constructed primarily with ETFs, low‑cost diversified mutual funds, individual stocks and bonds, and the firm also may use options, REITs, closed‑end funds, margin and unaffiliated independent managers as appropriate. The firm combines fundamental analysis with Modern Portfolio Theory in a generally long‑term investment approach, while retaining the flexibility to rebalance or trade shorter‑term to meet client objectives or tax considerations. Meadowbrook provides ongoing oversight and client contact, conducts due diligence on independent managers it selects, and delivers periodic performance and monitoring reports. Meadowbrook is a recently formed firm (founded in 2025) that manages a comparatively large asset base for its size — over $321 million with three advisors — and maintains an institutional relationship with Fidelity that included financial, technology and transition support at launch. The firm’s brochure also discloses that several advisory personnel have broker‑dealer registration with Purshe Kaplan Sterling and independent insurance licenses; those separate capacities can generate commission‑based compensation and are identified as potential conflicts in the firm’s disclosures.

To learn more about the advisors currently working at Meadowbrook Advisors, 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.