A complete list of active advisors currently associated with Michael Mellberg Investment Advisor

Warmer can help you find a great advisor at Michael Mellberg Investment Advisor or one who fits your needs even better.

The firm provides discretionary portfolio management and general financial planning to individuals, high‑net‑worth individuals, corporations, business entities, and pension plans. Services are offered both as ongoing portfolio management (with implementation and trade execution delegated to a third‑party registered investment adviser) and as standalone financial planning and consulting engagements. Its investment approach follows principles of Modern Portfolio Theory with a passive, asset‑class implementation using broadly diversified mutual funds and exchange‑traded funds (including strategies implemented with Dimensional and Vanguard funds), with periodic rebalancing. Client accounts are managed on a discretionary basis under a limited power of attorney and are custodied through institutional arrangements that the firm and its sub‑advisor use for trade execution and back‑office support. A distinctive feature of the firm is its affiliation with an operating CPA practice, which may lead to recommendations for accounting or tax services and is disclosed as a potential conflict of interest; clients are not required to use the affiliated accounting services. The firm also discloses economic relationships with its sub‑advisor and participation in an institutional custodian program (including breakpoint discounts and other benefits), which it says are considered and disclosed as part of its fiduciary obligations.

To learn more about the advisors currently working at Michael Mellberg Investment Advisor, 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.