A complete list of active advisors currently associated with Minerva Wealth Advisory

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

Minerva Wealth Advisory is a fee‑only registered investment adviser that provides financial planning and discretionary portfolio management to individuals, couples, and families, including high‑net‑worth clients. The firm offers both AUM‑based advisory services and separate hourly or flat‑fee financial planning engagements. The firm emphasizes strategic asset allocation across ETFs, enhanced‑index funds and select active managers, using long‑term, buy‑and‑hold approaches with periodic monitoring and rebalancing. Minerva integrates tax‑aware practices such as tax‑loss harvesting, may engage outside sub‑advisors for specific mandates, and coordinates recommendations with clients’ other professionals when appropriate. Minerva operates as a small team managing roughly $79.5 million for about 34 clients, producing a relatively high assets‑per‑client profile and allowing for fee negotiation or waivers on a case‑by‑case basis. The firm requires clients to custody accounts with Charles Schwab, maintains a limited family‑office advisory relationship, and does not accept proxy‑voting authority from clients.

To learn more about the advisors currently working at Minerva Wealth Advisory, 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.