A complete list of active advisors currently associated with Minerva Planning Group

Warmer can help you find a great advisor at Minerva Planning Group or one who fits your needs even better.

Minerva Planning Group is an SEC‑registered advisory firm that provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and other investment advisors. With three advisors managing roughly $237 million across about 122 client relationships, the firm offers ongoing portfolio supervision and project‑based or hourly planning engagements. The firm follows a customized, predominantly long‑term investment approach, constructing diversified portfolios mainly from mutual funds and ETFs and applying fundamental analysis to asset selection. Minerva frequently utilizes Dimensional Fund Advisors vehicles, may hold individual securities or legacy positions for tax or fit reasons, and will select mutual fund share classes dictated by custodial or fund constraints even when those share classes carry higher internal expense ratios. Distinctive aspects include a compact advisory team with professional planning credentials across staff and a documented succession agreement with another advisory firm to support continuity. The firm also maintains an institutional custody relationship that provides operational support (and creates potential conflicts of interest) and generally expects a $1 million relationship size, subject to waiver.

To learn more about the advisors currently working at Minerva Planning Group, 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.