A complete list of active advisors currently associated with Mk Strategic Equities

Warmer can help you find a great advisor at Mk Strategic Equities or one who fits your needs even better.

MK Strategic Equities is a state‑registered advisory firm that manages roughly $3.2 million in client assets for seven family households, providing portfolio management, financial planning and periodic portfolio reviews for individual clients. Its services include AUM management with quarterly reporting as well as standalone flat‑fee and hourly planning engagements and account setup or review work for retirement and brokerage accounts. The firm works collaboratively with clients to define goals, risk profiles and target asset allocations, implementing diversified portfolios primarily with mutual funds and ETFs and occasional individual securities. It follows a long‑term, buy‑and‑hold approach, monitors market trends (including technical analysis), and requires client approval before effecting trades, as all accounts are managed on a non‑discretionary basis. Noteworthy features for a similarly sized supported firm include the entirely non‑discretionary structure and a very small, referral‑only client base, both of which are uncommon among peers. The firm operates as a fee‑only advisor (does not custody client funds or accept commissions), is staffed by three advisors with two independent contractor representatives, recently adopted RightCapital planning software, and carries errors-and-omissions insurance.

To learn more about the advisors currently working at Mk Strategic Equities, 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.