A complete list of active advisors currently associated with MG&A Wealth

Warmer can help you find a great advisor at MG&A Wealth or one who fits your needs even better.

MG&A Wealth provides financial planning, consulting, and investment management to individuals (including high‑net‑worth clients), employee benefit plans, and pooled investment vehicles. Its service menu includes discretionary and non‑discretionary portfolio management delivered through SEI programs, UMA/SMA platforms, model portfolios under an Adviser as Portfolio Manager program, and one‑time or ongoing planning engagements. The firm customizes allocations across mutual funds, ETFs, individual securities, and private investments based on each client’s objectives, risk tolerance, and liquidity needs, and it may delegate active management to third‑party independent managers. For private investment opportunities, MG&A identifies and conducts its own due diligence, and may place client capital in funds sponsored or managed by the firm or affiliated entities subject to offering documents and investor qualifications. Compared with many team firms, MG&A’s direct management and sponsorship of private funds — a capability disclosed in a recent update — is a notable differentiator, and the Brochure describes related sub‑advisory arrangements and conflict‑of‑interest mitigations. The firm also documents operational features that affect clients, including assistance with securities‑backed lending, platform and custodian relationships (e.g., Fidelity and SEI), affiliated broker‑dealer and insurance activities, and the use of AI tools for service delivery and meeting transcriptions.

To learn more about the advisors currently working at MG&A Wealth, 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.