A complete list of active advisors currently associated with Meadowbrook Wealth Management, LLC

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

Meadowbrook Wealth Management provides investment advisory and ongoing portfolio management to individuals, small businesses, and trusts. Services are delivered through tailored strategies across four stated objectives—aggressive growth, growth, balanced, and fixed income—and through managed account programs. The firm’s approach centers on customized asset allocation and a mix of techniques, including dollar‑cost averaging, technical and short‑ and long‑term trading, with accounts typically managed on a discretionary basis and reviewed at least quarterly. The brochure notes execution through custodians LPL Financial and Charles Schwab and discloses that the firm may employ borrowing and derivative instruments in separately managed accounts. Distinctive disclosures in the brochure include receipt of transition assistance from LPL Financial and ownership interests outside the advisory business, along with formal controls such as a written Code of Ethics and periodic due diligence around service providers’ use of artificial intelligence. The firm also states it may recommend insurance products like long‑term care or hybrid life/LTC solutions but that its investment advisers are not licensed to sell insurance and clients should consult a licensed agent for suitability.

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