A complete list of active advisors currently associated with Million Pebbles

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

Million Pebbles provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm oversees about $7.7 million across roughly 54 client relationships and offers ongoing portfolio management, retirement and cash‑flow planning, and ad hoc financial consulting. Portfolio management is tailored to each client’s objectives and risk tolerance and tends to be more concentrated in technology and growth individual stocks within a long‑term, risk‑aware framework; the firm may use covered option writing and puts for hedging. Investment decisions draw on a suite of quantitative and statistical tools — including cluster and cohort analysis, factor analysis, Monte Carlo simulation, regression, sentiment and time‑series analysis — to inform security selection and allocation. What is distinctive relative to many peers is the firm’s affiliation with an insurance business: the advisor is a licensed insurance agent who spends about 10% of his time on those activities and may receive commissions for insurance products, a conflict the firm discloses and manages through policies and client disclosures. The firm also requires a single custodian relationship and delegates proxy voting to clients, practices that differ from some other independent advisers of comparable size.

To learn more about the advisors currently working at Million Pebbles, 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.