A complete list of active advisors currently associated with Megan John Advisory, LLC

Warmer can help you find a great advisor at Megan John Advisory, LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals and high‑net‑worth clients, including individualized portfolio management, written financial plans, and optional, standalone tax-preparation services. It operates on a fee-only basis and also offers educational seminars and speaking engagements for groups on personal finance topics. The firm’s investment work is built around individualized investment policies and asset‑allocation targets, guided by modern portfolio theory and a blend of passive and active strategies; it can manage accounts on a discretionary basis when clients grant authority. It may engage or recommend third‑party managers for certain allocations, and will construct portfolios that incorporate tax considerations and, when requested, socially responsible investment screens. What differentiates the firm compared with many peers is the combination of marketed services: regular financial planning offered both on an ongoing and project basis, fixed standalone fees for planning and related services, group educational seminars, and direct portfolio management for individuals — features that are statistically uncommon for firms of this profile. The firm’s principal is a CFP® certificant who maintains an unrelated outside creative business, and the adviser does not act as a private‑fund adviser.

To learn more about the advisors currently working at Megan John Advisory, 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.

Name	Location	Years of experience
Megan John	Flushing, NY	5

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