A complete list of active advisors currently associated with Missional Advisor Group
Warmer can help you find a great advisor at Missional Advisor Group or one who fits your needs even better.
Missional Advisor Group provides discretionary portfolio management and related advisory services primarily to individual clients, including high‑net‑worth individuals. The firm documents client goals and risk tolerance in written Investment Policy Statements, performs regular portfolio monitoring, and also delivers services through LPL Financial–sponsored advisory platforms. The firm’s investment approach is grounded in modern portfolio theory and quantitative analysis with a long‑term trading horizon, tailoring asset allocation and security selection to each client’s IPS while generally exercising discretionary authority. Portfolios typically rely on mutual funds, ETFs, fixed income, real estate funds (including REITs), annuities and similar vehicles. What distinguishes the firm from many peers is its role as a wrap fee program sponsor and its use of LPL‑sponsored programs and a required LPL custodial platform, as well as the principal’s active involvement as a sponsor/general partner in syndicated real estate funds. The principal is also a licensed insurance agent and may receive commissions for insurance or annuity sales; these affiliations and the related potential conflicts of interest are disclosed in the firm’s brochure.
To learn more about the advisors currently working at Missional Advisor Group, 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 |
|---|---|---|
Mount Pleasant, SC
| 21
|
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