A complete list of active advisors currently associated with Mindful Wealth

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

Mindful Wealth serves individual and high‑net‑worth clients with tailored investment management and a broad menu of financial planning services, including comprehensive plans, ongoing flat‑fee engagements, project‑based work, and hourly consultations. The firm also provides retirement‑account advice under a fiduciary standard and coordinates tax‑related services and third‑party referrals as part of its planning offerings. The firm’s investment approach is primarily passive, building diversified portfolios of index mutual funds and ETFs to meet target asset allocations set out in client‑specific investment policy statements; accounts are typically managed on a discretionary basis with quarterly reviews. Mindful Wealth emphasizes tax considerations, liquidity needs, and client‑imposed restrictions when constructing portfolios and recommends custodians (including use of Schwab’s institutional services) to support trading, custody, and reporting. What is noteworthy for a firm of this size is its explicit capability in cross‑border and international planning and education for globally mobile clients, supported by planners who devote part of their practice to U.S. inbound/outbound tax and cross‑jurisdictional issues. The firm combines AUM‑based portfolio management with standalone planning engagements and separate planning fees, and operates with a small advisory team managing roughly $36 million for about 70 clients, which results in a concentrated, planner‑driven service model uncommon among peers.

To learn more about the advisors currently working at Mindful 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.