A complete list of active advisors currently associated with Moneywise Financial Advisors

Warmer can help you find a great advisor at Moneywise Financial Advisors or one who fits your needs even better.

MoneyWise Financial Advisors serves private individuals, trusts, estates, small businesses, and tax-exempt entities with financial planning, investment consultation, discretionary portfolio management, and ongoing wealth management. As a fee-only fiduciary, the firm provides both limited-scope planning engagements and ongoing supervisory services, and it occasionally offers educational workshops for groups. The firm’s investment approach emphasizes strategic asset allocation, broad diversification via mutual funds and ETFs, rebalancing, and principles derived from Modern Portfolio Theory. For managed accounts it uses model portfolios and sub-advisory services provided through an external platform, and typically implements client strategies on a discretionary basis with an investment policy statement to guide decisions. Notable among peers, the firm manages a substantial amount of assets across a very small number of client relationships, resulting in a high average asset concentration per client and a practice focused on a limited client base. The advisor holds CFP certification and advanced academic credentials, does not accept commissions or trailer fees, and delegates certain fixed-income management and back-office functions to a third-party sub-adviser.

To learn more about the advisors currently working at Moneywise Financial Advisors, 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.