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 serves individual and high-net-worth clients, as well as trusts, estates and other investment advisors, offering discretionary portfolio management and financial planning. The firm manages roughly $237 million for about 122 clients through a four-advisor team operating across multiple offices. The firm’s investment process is oriented to long-term asset allocation delivered largely through low-cost, diversified mutual funds and ETFs, and it typically employs Dimensional Fund Advisors (DFA) funds as core holdings. MPG combines that fund-based approach with fundamental analysis and will use individual securities or retain legacy positions for tax or fit reasons; it also selects share classes that avoid trading costs even when custodial constraints mean higher internal expense ratios. Noteworthy operational features include a formal succession agreement with a peer advisory firm to reduce service disruption risk, an institutional custody relationship that provides technology and other economic benefits, and a stated minimum relationship size of $1 million. Leadership includes credentialed investment professionals (including CFA and CFP designations), and the firm’s reliance on DFA funds — which clients generally cannot buy directly outside an advisory platform — is a distinctive aspect of how it implements client portfolios.

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.

You can also browse Minerva Planning Group's office locations.