A complete list of active advisors currently associated with Mindi Financial

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

The firm serves individual investors, high-net-worth individuals, and business clients, providing discretionary investment management combined with integrated financial planning and business-consulting services. It operates as a fee-only independent adviser and delivers portfolio management for individuals, with financial planning provided only as part of an ongoing investment management engagement. The firm develops client-specific investment policies and implements asset-allocation-driven portfolios using a blend of passive and active strategies informed by fundamental, technical, and cyclical analysis. It may employ limited options strategies to hedge concentrated equity positions and can incorporate cryptocurrency exposure and socially responsible (ESG) screening at a client's request. Notable distinctions include that the firm is newly registered with no assets under management as of the brochure date and is organized around a single advising professional but does not follow the more common solo-practitioner model found among independents. The firm also offers fee-based public educational seminars and speaking engagements (virtual or in-person), a service that is relatively uncommon for similarly sized independent advisers, and its principal brings both CFP® and CFA credentials with recent institutional investment experience.

To learn more about the advisors currently working at Mindi Financial, 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.

Name	Location	Years of experience
Jess Skolnick	Beacon, NY	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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