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.
Name |
Location |
Years of experience |
|---|---|---|
Hanover, NH
| 20
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)