A complete list of active advisors currently associated with Milieu Personal Finance LLC

Warmer can help you find a great advisor at Milieu Personal Finance LLC or one who fits your needs even better.

Milieu Personal Finance is a fee-only, independent registered investment adviser that provides comprehensive and project-based financial planning and discretionary portfolio management to individual clients, including high-net-worth individuals. The firm delivers written financial plans, coordinates with third-party professionals when needed, and does not accept commissions or performance-based compensation. The firm’s investment approach draws on modern portfolio theory and uses a mix of passive and active strategies across stocks, bonds, mutual funds, and ETFs, with the option to incorporate socially responsible (ESG) preferences. It may use Outside Managers and sub-advisory platforms; when providing ongoing management the adviser typically operates with discretionary authority and directs clients to custody and trade through a designated advisory platform. Milieu Personal Finance does not charge a percentage-of-assets-under-management advisory fee and instead relies on fixed initiation, ongoing, and project-based planning fees, while clients who use the firm’s recommended platform also incur that platform’s separate asset-based wrap fee. The firm is a recently formed, small practice with a sole advisor who maintains significant outside employment during market hours — a potential operational distinction the brochure notes and that the firm says is mitigated by its planning-focused, lower-frequency investment approach.

To learn more about the advisors currently working at Milieu Personal Finance 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.