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

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

Meaningful Wealth Management provides tailored financial planning and portfolio management to individuals (including high‑net‑worth clients) and to employer plan sponsors, with services that include investment advice, comprehensive planning, and retirement plan/employee benefit consulting. The firm also delivers educational seminars and speaking engagements on investments and personal finance for groups and organizations. The firm typically operates on a non‑discretionary basis, requiring client authorization for trades, and emphasizes a primarily passive investment approach built from index mutual funds and ETFs while incorporating fundamental analysis and the use of third‑party managers when appropriate. Client relationships include ongoing plan monitoring and quarterly account reviews as part of its advisory and planning services. Noteworthy distinctions include the principal’s maintained insurance license despite not selling insurance products through the firm, a formal offering of pension consulting and plan‑sponsor services that are less common among independent advisers, and regular educational programming. The firm’s model — combining non‑discretionary portfolio oversight, subscription-style comprehensive planning, and a concentrated client base with substantial assets under advisement — sets it apart from many peers.

To learn more about the advisors currently working at Meaningful 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.