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 provides portfolio management and financial planning to individual clients, including both high‑net‑worth and non‑HNW households, and also advises employer retirement plans. Its services span discretionary portfolio management implemented through third‑party money managers, comprehensive and hourly financial planning, and employee benefit plan consulting. The firm generally favors a passive, low‑cost approach—constructing diversified portfolios with index funds and ETFs and selecting outside managers to implement model allocations—while requiring discretionary authority to execute manager changes and rebalances. For clients who maintain accounts at other custodians or employer plans, the firm uses an order‑management platform to view and manage those “held‑away” assets and performs periodic reviews of manager performance and clients’ financial plans. Millennial Wealth is a small adviser led by a single principal who also serves as the firm’s chief compliance officer and primary account reviewer, a governance arrangement that gives clients direct access to senior oversight that is less common among supported firms. The firm’s compact team includes advisers who maintain significant outside employment, and it relies on multiple institutional platforms and custodial relationships to centralize portfolio implementation and held‑away account management—operational features that distinguish it from many peers.

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.

You can also browse Millennial Wealth Management, LLC's office locations.