A complete list of active advisors currently associated with Mindful Millions Management PLLC

Warmer can help you find a great advisor at Mindful Millions Management PLLC or one who fits your needs even better.

Mindful Millions Management provides financial planning and individual portfolio management primarily to engaged, growth-oriented individuals and households. The firm offers both ongoing advisory relationships and point-in-time engagements, including hourly or project-based planning sessions, plus educational workshops and a subscription-based financial-education service. Its planning process follows a CFP®-aligned, holistic approach that integrates goal setting, risk-assessment questionnaires, liquidity analysis, and implementation checklists. Investment recommendations emphasize long-term asset allocation implemented largely through low-cost ETFs and mutual funds, with options for both discretionary and non-discretionary arrangements and coordination of tax and estate considerations as client complexity increases. The firm operates on a small, solo-practitioner model and uses a mix of fixed-fee educational products and hourly or project pricing for advice—features that are less common among firms in its category. It manages a concentrated, single high-net-worth household relationship on the chosen custodian platform, does not charge performance-based fees, and is not structured as a private fund adviser.

To learn more about the advisors currently working at Mindful Millions Management PLLC, 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.