A complete list of active advisors currently associated with Mindful Advisory, LLC

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

The firm provides fee-only investment advisory services to individuals, high-net-worth clients, retirement plans, and other entities, offering discretionary portfolio management, financial planning and non-discretionary retirement plan consulting. As of the most recent filing it manages roughly $6.5 million on behalf of about ten clients and may allocate portions of client assets to independent third‑party managers when appropriate. The firm’s investment approach is valuation-driven, citing the use of cyclically adjusted (Shiller) P/E metrics and principles drawn from value-oriented analysts to guide allocations and security selection. It constructs two primary portfolio types — a short-duration sleeve focused mainly on fixed income and a long-duration, more flexible sleeve — and may occasionally use short-term trading, short sales or options when considered suitable for a client’s objectives. Noteworthy features include the principal’s ongoing contributions to industry publications, which the brochure discloses as a separate source of compensation, and the firm’s explicit reliance on valuation frameworks (Graham/Grantham/Smithers/Shiller) rather than market timing. The firm also discloses a willingness to recommend alternative or partnership investments, to encourage rollovers to managed IRAs when appropriate, does not accept performance‑based fees, and does not exercise proxy voting on client securities.

To learn more about the advisors currently working at Mindful Advisory, 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.