A complete list of active advisors currently associated with Mirica Wealth

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

Mirica Wealth is a state-registered independent advisory firm managing roughly $15.5 million for 37 clients under a single advisor. The firm provides financial planning and discretionary portfolio management services to individuals and families, high-net-worth clients, and corporations or other businesses. The adviser primarily constructs diversified, passive portfolios using index mutual funds and ETFs, while also employing fundamental, technical, cyclical and charting analysis and, when appropriate, recommending outside managers. Clients can engage in ongoing comprehensive financial planning on a subscription-style basis with pre-scheduled reviews and annual plan updates. Compared with many solo independent advisers, Mirica Wealth combines a predominantly passive portfolio construction approach with explicit use of technical and cyclical analysis and does not block trades across client accounts. The firm also works with corporate clients and, according to its filings, serves charitable organization clients — a client type that is relatively uncommon among peers of this size.

To learn more about the advisors currently working at Mirica 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.