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 provides portfolio management and a range of financial planning services to individual and high‑net‑worth clients, including comprehensive, ongoing flat‑fee, project‑based, and hourly planning engagements alongside discretionary investment management. The firm acts as a fiduciary for retirement accounts and bases client relationships on individualized investment policy statements tied to goals, risk tolerance, and tax considerations. The firm’s investment approach is primarily passive, building diversified asset‑class portfolios using low‑cost index mutual funds and exchange‑traded funds and implementing allocations intended to manage correlation, risk, and return. Mindful Wealth separates planning‑only engagements from asset management and offers both ongoing monitoring of plans and the option for clients to self‑implement or use third‑party custodians for execution. Distinctive features include the firm’s principals’ involvement in other advisory, tax‑preparation, and cross‑border planning businesses—reflected in the ADV’s disclosure of outside business activities and the recent removal of a DBA tied to that activity—which is uncommon among similar supported firms. The brochure also notes operational particulars that set it apart, such as limited custody practices (direct fee debiting and standing letters of authorization), a policy not to vote client proxies, and explicit cross‑border inbound/outbound U.S. planning services.

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.