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

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

Millennial Wealth Management advises individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management through third-party money managers, comprehensive ongoing financial planning, and limited-scope hourly planning. The firm also provides employee benefit plan consulting and 3(38) investment management services for retirement plans through a third-party platform. MWM primarily implements passive asset-allocation strategies using index mutual funds and ETFs and typically delegates day‑to‑day portfolio management to outside managers while retaining discretionary authority to hire, fire, and allocate among managers. The firm assists clients with manager selection and ongoing oversight and, when requested, manages held‑away retirement accounts using the Pontera Order Management System to view and trade assets across custodians. Compared with many peers, MWM integrates third‑party platforms in multiple ways—using Pontera to manage held‑away accounts and Betterment for Advisors for plan 3(38) services—practices that are less common among firms of its size. The adviser participates in Schwab’s institutional program and Betterment Institutional, receiving platform and support services that aid its operations while creating potential conflicts of interest that the firm discloses; it does not have any reported disciplinary history.

To learn more about the advisors currently working at Millennial 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.