A complete list of active advisors currently associated with Miner Wealth Management
Warmer can help you find a great advisor at Miner Wealth Management or one who fits your needs even better.
Miner Wealth Management serves individual clients — including high-net-worth individuals — and retirement plan sponsors, offering tailored investment management as well as comprehensive financial planning on ongoing, project-based, or hourly engagements. The firm also provides retirement plan services that range from fiduciary consulting and investment selection to discretionary fiduciary management for plan assets. The firm primarily follows a passive investment approach, constructing diversified portfolios with index-type mutual funds and ETFs and adjusting allocations for clients’ time horizon, risk tolerance, and tax considerations. In addition to one-on-one planning and managed accounts, the brochure discloses that Miner Wealth provides group educational seminars and retirement-plan participant education and enrollment meetings that are purely educational and do not involve product sales. Noteworthy for a firm of its size, Miner Wealth offers educational seminars (an uncommon service among similar supported firms) and also provides bookkeeping services for businesses and nonprofits alongside its advisory work; the brochure acknowledges the potential conflict and describes steps intended to mitigate it. The firm further reports working extensively with institutional partners such as Dimensional Fund Advisors and Charles Schwab, receiving sponsored conferences, professional development, and custodial/research resources that support its investment implementation.
To learn more about the advisors currently working at Miner Wealth Management, 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 |
|---|---|---|
Raleigh, NC
| 2
| |
Raleigh, NC
| 7
|
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