A complete list of active advisors currently associated with MinichMacgregor Wealth Management, LLC

Warmer can help you find a great advisor at MinichMacgregor Wealth Management, LLC or one who fits your needs even better.

MinichMacGregor Wealth Management serves individuals — including high‑net‑worth clients — as well as retirement plans and plan participants, providing financial planning, discretionary and non‑discretionary portfolio management, selection of third‑party money managers, and retirement‑plan consulting. Services may be delivered on an all‑inclusive or a la carte basis and are tailored to clients’ financial situations and objectives. The firm typically manages accounts on a discretionary, percentage‑of‑assets basis and applies a mix of fundamental, technical, and proprietary strategies; one proprietary strategy is structured to satisfy the Rule 3a‑4 safe harbor for separately managed accounts. For retirement plan participants it uses a third‑party platform to manage held‑away defined contribution accounts and, for suitable clients, may incorporate leveraged and inverse ETFs or recommend third‑party managers — approaches that entail distinct risk considerations. Noteworthy distinctions in the brochure include a formal participant education component (seminars/workshops) as part of its plan services, an offering that is relatively uncommon among peer teams. The firm also discloses operational practices that may affect clients’ reporting and conflicts of interest, such as using Black Diamond for fee billing and performance calculations (which can differ from custodian statements) and accepting referrals to third‑party managers that may involve additional compensation.

To learn more about the advisors currently working at MinichMacgregor Wealth Management, LLC, 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.