A complete list of active advisors currently associated with Millennial Wealth

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

Millennial Wealth, LLC (doing business as Ignite Financial Planning) provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm delivers personalized planning across cash flow, retirement, tax, estate, education, and insurance topics and also advises on held-away employer and brokerage accounts. The firm’s investment approach is primarily passive portfolio management but also employs fundamental and cyclical analysis, may use third‑party Money Managers, and offers direct indexing through separately managed accounts to enable customization and tax‑loss harvesting. Millennial Wealth uses mutual funds available through Dimensional Fund Advisors and can incorporate less traditional assets and digital‑asset exposure when suitable, while allowing clients to impose reasonable investment restrictions. Several operational features distinguish the firm from many peers: it offers a recurring fixed‑fee option for smaller clients alongside an asset‑based schedule for larger accounts, and for clients with $500,000 or more under management it may arrange offset tax filing and estate‑planning services through partner providers at no additional cost. The firm is a small team (four advisors) serving 229 clients, manages both discretionary and non‑discretionary assets (approximately $209.3 million and $69.4 million, respectively), and recommends platforms such as Schwab, Altruist, and third‑party cash solutions like Flourish Cash.

To learn more about the advisors currently working at Millennial Wealth, 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.