A complete list of active advisors currently associated with Momentum Wealth Management

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

Momentum Wealth Management provides wealth management and comprehensive financial planning, including portfolio management and retirement-plan advice, to individuals, charitable organizations, and businesses. The firm delivers both discretionary and non‑discretionary portfolio management and typically operates under asset‑based advisory arrangements common to its peer group. Its investment approach combines modern portfolio theory with quantitative methods, factor investing, and optimization, and the firm uses third‑party model portfolios and sub‑advisers (including Orion Portfolio Solutions and SEI) as part of portfolio implementation. Financial planning work is supported by the eMoney platform for scenario analysis, account aggregation, and ongoing monitoring, and MWM conducts periodic reviews and ad hoc updates based on client circumstances. What is distinctive is that several principals and employees are licensed insurance agents and may receive commission compensation for insurance product sales, a practice the brochure discloses and that is relatively uncommon among supported firms. The firm also operates with a small, concentrated client roster and manages approximately $24.3 million in client assets while routinely combining in‑house advisory oversight with third‑party model managers and platform relationships—arrangements that clients should consider when evaluating potential conflicts and service layering.

To learn more about the advisors currently working at Momentum Wealth Management, 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.