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 and high-net-worth clients as well as retirement plan sponsors and participants, providing discretionary investment management alongside comprehensive financial planning in ongoing, project-based, and hourly formats. The firm also offers retirement-plan consulting and fiduciary management services and provides bookkeeping services to businesses and nonprofits on a separate, fee-for-service basis. The firm primarily employs a passive investment approach using index mutual funds and ETFs to implement asset-allocation targets, with discretionary authority to manage portfolios and accommodate client-imposed restrictions. Miner Wealth integrates institutional resources — including working with Dimensional Fund Advisors and custody through a major broker-dealer — and will modify strategies for special situations such as low-basis stock, stock options, legacy holdings, or tax-sensitive concerns. Compared with many peers, Miner Wealth offers group educational seminars and paid speaking engagements for organizations as part of its client outreach and participant education for retirement plans, a service relatively uncommon among similarly sized supported firms. As a small, three-advisor practice managing approximately $37 million for a limited client base, the firm combines one-on-one planning relationships with workplace education and plan-level fiduciary services.

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.