A complete list of active advisors currently associated with Minko Wealth

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

Minko Wealth provides investment supervisory services and financial planning to individual and high‑net‑worth clients, tailoring advice to each client's goals, risk tolerance, and time horizon. The firm also facilitates selection of third‑party advisers and offers periodic educational seminars and workshops to clients at no charge. The firm documents client objectives in an Investment Policy Statement and uses fundamental analysis together with modern portfolio theory to construct and monitor portfolios, offering both discretionary and non‑discretionary management. Reviews are conducted at least annually and custodial statements are used for quarterly reporting, while Minko Wealth conducts due diligence before recommending outside money managers. Notable differences from many peers include an affiliation with an attorney‑principal who may provide legal advice outside the advisory relationship, a relationship the brochure flags as a potential conflict of interest. The firm also discloses fee‑sharing arrangements when directing clients to third‑party advisers and operates as a small team managing roughly $117 million in assets while providing financial planning without a separate charge.

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