A complete list of active advisors currently associated with MIFI Wealth, LLC

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

MIFI Wealth, LLC provides discretionary investment management to individuals (including high‑net‑worth clients), corporate retirement and profit‑sharing plans, charities, foundations, trusts, and other institutions. The firm manages roughly $66.3 million for a small client base and may provide incidental financial planning-related advice alongside portfolio management. The firm uses an open‑architecture approach, building in‑house asset allocation models or engaging sub‑advisors and third‑party managers, and typically implements portfolios using mutual funds and exchange‑traded funds. MIFI Wealth may pursue active strategies—including fundamental, technical, charting, and cyclical analysis—and can use structured notes and other non‑traditional instruments; such approaches can involve more frequent trading, higher transaction costs, and specific liquidity and counterparty risks. A notable feature is that firm principals and certain employees maintain active insurance licenses and the firm acts as an insurance broker, receiving commissions from insurance sales, a potential conflict the brochure discloses. The firm also signals a focus on larger accounts through a stated account minimum and a compact client roster, and it discloses operational practices such as custodial relationships at third‑party custodians and that clients retain proxy‑voting authority.

To learn more about the advisors currently working at MIFI 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.