A complete list of active advisors currently associated with Molinar & Co Financial Advocates
Warmer can help you find a great advisor at Molinar & Co Financial Advocates or one who fits your needs even better.
The firm provides investment management and financial planning services to a mix of institutional and organizational clients, including employer-sponsored retirement plans, pension and profit-sharing plans, as well as individuals, corporations, and charitable organizations. It operates as a fee-only registered investment adviser and may refer clients to third‑party professionals for specialized services. The firm integrates financial planning with portfolio construction, using asset-allocation frameworks and a mix of passive and active strategies informed by fundamental, technical, and modern-portfolio-theory analysis. For retirement-plan clients it offers consulting and ongoing plan oversight, including discretionary plan management and ERISA-related investment fiduciary services when engaged. What differentiates the firm from many peers is its explicit focus on retirement-plan consulting and the capacity to serve as an ERISA investment manager, a service relatively uncommon among investment-manager firms, and its willingness to offer project-based and hourly planning engagements in addition to AUM-based fees. The firm is newly formed and led by a CFP®-certified principal who retains an insurance license for risk-analysis purposes and has developed military-focused financial literacy programming through an affiliated nonprofit.
To learn more about the advisors currently working at Molinar & Co Financial Advocates, 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 |
|---|---|---|
Phoenix, AZ
| 38
|
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