A complete list of active advisors currently associated with Milborn Advisors, ltd

Warmer can help you find a great advisor at Milborn Advisors, ltd or one who fits your needs even better.

Milborn Advisors, Ltd serves individual and high-net-worth clients as well as pension and profit‑sharing plans, delivering ongoing portfolio management, financial planning, and pension consulting (including 401(k) guidance and written pension consulting plans). The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and provides regular portfolio monitoring and implementation services such as asset allocation and asset selection. Milborn implements portfolios using long‑term trading supported by charting, fundamental and technical analysis, and generally confines recommendations to mutual funds, fixed income, insurance products (including annuities), equities and ETFs (including precious‑metal ETFs). Accounts can be managed on a discretionary or non‑discretionary basis in accordance with the client’s IPS; fees are typically withdrawn from custody accounts and clients receive monthly custodial reports. Several operational features distinguish Milborn from many peers: the firm recently transitioned to SEC registration, the principals are licensed insurance agents who may offer commissionable products (a conflict the firm documents and discloses), and it requires clients to custody assets at Charles Schwab Advisor Services. Milborn also does not aggregate trades across client accounts and explicitly provides pension consulting services—practices that are less common among similarly sized supported firms and that can affect execution and potential conflicts.

To learn more about the advisors currently working at Milborn Advisors, ltd, 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.