A complete list of active advisors currently associated with Moller Wealth Partners
Warmer can help you find a great advisor at Moller Wealth Partners or one who fits your needs even better.
Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, addressing areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser and begins relationships with a personalized financial plan that identifies objectives and recommended strategies. The firm generally implements advice through strategic asset allocation using low-cost mutual funds and ETFs, with regular rebalancing and a focus on diversification; it manages the large majority of client assets on a discretionary basis. Clients receive written quarterly reports and, for strategic allocation portfolios, the firm monitors accounts approximately every two weeks and conducts periodic portfolio reviews. Noteworthy features include a relatively high level of discretionary assets (about $755 million) spread across a modest client base, and an explicit policy to treat cash as part of assets under management for fee calculation. The firm also discloses the use of client testimonials in its advertising and maintains in-house credentialed planners and documented compliance practices such as trade reviews and proxy-vote recordkeeping.
To learn more about the advisors currently working at Moller Wealth Partners, 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 |
|---|---|---|
Northfield, IL
| 21
| |
Northfield, IL
| 8
|
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