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

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

Mirror Lake Wealth Management, founded in 2024, provides discretionary asset management to a small number of high-net-worth individual clients and currently manages under $8 million in client assets. The firm focuses on ongoing portfolio management tailored to each client’s goals, time horizon, and risk tolerance and documents those objectives in client files. Investment programs are implemented under discretionary authority and are built using a mix of analytical methods — including fundamental, technical, charting, and cyclical analysis — with strategies that may include long-term holdings, options, margin, derivatives, and managed futures. Accounts are reviewed quarterly (and more frequently as conditions warrant) and clients receive custodial account statements at least monthly. Notable distinctions include the firm’s explicit focus on high-net-worth clients (it does not serve smaller non‑HNW individual accounts) and an outside insurance practice that the principal operates in a limited capacity, which creates a disclosed commission-based conflict of interest. The firm recommends a specific custodian and may receive research or other soft-dollar benefits, does not vote client proxies, and is a recently formed advisory business.

To learn more about the advisors currently working at Mirror Lake 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.

Name	Location	Years of experience
Jefferson Martin	Bloomfield Hills, MI	2

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