A complete list of active advisors currently associated with Miros Wealth LLC

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

Miros Wealth serves individuals (including high-net-worth clients), retirement plan sponsors, trusts, estates, and other institutional clients, managing roughly $5.36 million across 36 client relationships. The firm offers asset management, comprehensive and advanced financial planning, qualified plan consulting, consulting services, and life and health insurance products through affiliated insurance entities, and it periodically distributes client newsletters. The firm's investment approach emphasizes tailored asset-allocation frameworks informed by proprietary quantitative analysis, a mix of active and passive strategies to balance cost and tax efficiency, and an explicit policy not to attempt market timing. Although the advisor can accept discretionary authority, the Form ADV indicates most assets are managed non-discretionarily (approximately $800k discretionary vs $4.56m non-discretionary), and accounts are monitored on an ongoing basis with at least quarterly reviews. Notable distinctions include the firm’s ongoing client communications and educational activities — newsletters and a principal with university teaching and military financial counseling experience suggest an emphasis on client education and occasional workshops. The adviser also operates affiliated life and health insurance activities (with disclosed commission arrangements) and advises on foreign securities and currency risk, and the Form ADV indicates a more significant non-U.S. client exposure than is typical for similar firms.

To learn more about the advisors currently working at Miros Wealth 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.

Name	Location	Years of experience
Marco Miros	Overland Park, KS	15

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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.

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