A complete list of active advisors currently associated with Measured Money Maneuvers

Warmer can help you find a great advisor at Measured Money Maneuvers or one who fits your needs even better.

Measured Money Maneuvers serves individual clients and employer plan sponsors, providing investment management, project-based and comprehensive financial planning, retirement plan management, and educational seminars. The firm operates on a fee-only basis and integrates planning and portfolio services for clients who engage comprehensive planning. The adviser uses a planning-first process that evaluates cash flow, retirement, tax, estate, and risk-management considerations and then constructs portfolios using asset allocation principles (including a mix of passive and active mutual funds and ETFs) guided by modern portfolio theory. Investment management is generally discretionary and long-term in orientation, with mutual fund/ETF manager analysis and the ability to accommodate client-imposed restrictions and block trading across accounts. Noteworthy aspects include a formal retirement plan management practice under which the firm can act as an ERISA investment manager and a program of educational seminars and speaking engagements that are explicitly educational rather than individualized advice. The firm operates at a very small scale (one advisor, four clients, roughly $1.33M in AUM) and the brochure discloses the principal’s outside employment in program management (about 35% of trading‑hour time) and volunteer financial-literacy teaching, which may affect adviser availability.

To learn more about the advisors currently working at Measured Money Maneuvers, 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.