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

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

Mitz Wealth Management is an independent, single-advisor advisory firm that provides ongoing discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients. The firm prepares an Investment Policy Statement for each client and delivers written or electronic financial plans as part of its planning engagements. The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory, blending active and passive funds and using systematic rebalancing. Investment decisions draw on cyclical, fundamental, technical and quantitative analysis, and the firm may apply short- to medium-term (roughly 12–18 month) tilts within a long-term allocation framework. As a solo practitioner managing roughly $8.55 million for about 20 clients, the firm operates without additional staff and provides direct service from its principal. The adviser generally limits recommendations to mutual funds and ETFs, does not accept client-imposed restrictions in discretionary accounts, participates in an institutional custodian program that provides research and other benefits, and discloses that the principal voluntarily allowed prior insurance licenses to lapse in 2021 but may still advise on insurance-related matters (including potential commission relationships).

To learn more about the advisors currently working at Mitz 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.