A complete list of active advisors currently associated with Members Wealth LLC

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

Members’ Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals (including high-net-worth clients), trusts, estates, and businesses. The firm offers both discretionary and non-discretionary portfolio management and provides retirement-account advice as a fiduciary under applicable law. The firm’s investment process emphasizes fundamental analysis and long-term portfolio construction using low-cost mutual funds and ETFs while also employing individual stocks, bonds and options where appropriate. Members’ Wealth monitors and rebalances portfolios regularly to align allocations with client goals, risk tolerance and changing market conditions. Members’ Wealth maintains an affiliation with an estate attorney and may refer clients to that affiliated professional for estate-document services, an arrangement that is less common among similar team firms. The advisor also explicitly uses options and other derivatives in separately managed accounts for hedging or tactical purposes, and operates as a five-advisor team managing roughly $280 million in client assets.

To learn more about the advisors currently working at Members Wealth 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.