A complete list of active advisors currently associated with Migration Wealth Management, LLC
Warmer can help you find a great advisor at Migration Wealth Management, LLC or one who fits your needs even better.
The firm provides wealth management, financial planning (both ongoing comprehensive and limited‑scope engagements), retirement plan services for plan sponsors, and outsourced CFO services to individuals, high‑net‑worth clients, and small businesses. It offers discretionary portfolio management together with nondiscretionary planning recommendations and education for retirement plan participants. Its investment approach emphasizes passive management informed by Modern Portfolio Theory, combining strategic asset allocation with tactical adjustments and use of low‑cost mutual funds and ETFs; the brochure also discloses regular use of Dimensional Fund Advisors resources. The firm manages held‑away employer‑sponsored retirement plan accounts through a third‑party platform (e.g., Pontera), exercising discretion only within the plan’s available investment menu. Distinctive features for a firm of this size include a single‑advisor structure and a recent founding date, with roughly $20.7 million in assets under management and about 68 clients, while also offering outsourced CFO services and ERISA‑aware retirement plan advice. The adviser provides multiple planning fee models (ongoing fixed‑fee, project‑based, or hourly) and notes operational limits such as separate handling and billing for held‑away plan assets on third‑party platforms.
To learn more about the advisors currently working at Migration 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.
Name |
Location |
Years of experience |
|---|---|---|
Avon, IN
| 9
|
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