A complete list of active advisors currently associated with Money Managers, Inc.

Warmer can help you find a great advisor at Money Managers, Inc. or one who fits your needs even better.

Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities, managing approximately $69.65 million for about 153 clients through a three-advisor team. Services include discretionary and non-discretionary portfolio management, financial planning and consulting, and tax-related services, with advisory fees charged on an asset‑under‑management basis. The firm generally emphasizes a long-term investment approach, constructing portfolios using mutual funds, ETFs and, where appropriate, individual stocks, bonds and options for hedging or tactical exposure; it works with each client to establish an investment policy, asset allocation and any account restrictions. Portfolio monitoring and rebalancing are performed on an ongoing basis, and the advisor may recommend reallocations for tax harvesting, sector adjustments, or to meet client cash needs. Distinctive features include an insurance affiliation: a firm principal is a licensed insurance professional who implements insurance recommendations separately and may receive customary commissions (the brochure discloses commissions do not offset advisory fees and that insurance activities consume under 10% of business time), which the firm acknowledges can create potential conflicts of interest. The firm also provides tax preparation services and offers periodic 401(k) plan reviews—sometimes alongside asset‑based management—while stating a practice of reviewing total client fees (adviser and third parties) to avoid exceeding a stated annual threshold.

To learn more about the advisors currently working at Money Managers, Inc., 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.