A complete list of active advisors currently associated with Michael Traxler Wealth Management, LLC

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

The firm provides discretionary asset management, annuity management, and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations and business entities. As of December 31, 2025, the four-advisor firm reports $194,691,700 in discretionary assets and delivers ongoing portfolio management and planning services tailored to individual client needs. Investment programs are built from documented client goals, time horizons and risk tolerance and are implemented under discretionary authority using a mix of fundamental and technical analysis and long-term purchase strategies. The firm maintains written Investment Policy Statements for clients, monitors annuity accounts annually, and uses outside research sources such as Morningstar and public filings to inform investment decisions. Several operational practices distinguish the firm from many peers: it explicitly offers discretionary annuity management and makes a mutual-fund-only platform available through American Funds Service Company for certain smaller or plan accounts. The firm discloses minority outside business interests in real estate, land management and private equity while stating those activities consume a limited portion of time, and it does not vote client proxies (clients receive proxy materials directly), which may affect proxy voting and platform-selection expectations for prospective clients.

To learn more about the advisors currently working at Michael Traxler Wealth Management, 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.