A complete list of active advisors currently associated with Monthie Wealth Advisors

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

Monthie Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm develops individualized Investment Policy Statements, may use model allocations, and generally works with accounts subject to a $250,000 minimum that can be waived. The firm combines fundamental, quantitative, and technical analysis and employs both long- and short-term trading to implement portfolios across mutual funds, equities, ETFs, fixed income, non-U.S. securities, annuities and private placements. It typically requires custody at Schwab Institutional, uses discretionary trading authority, and conducts regular monitoring with quarterly reporting. What is distinctive is that certain principals maintain outside practices as attorneys, a licensed accountant, and an insurance producer, and the brochure discloses these affiliations and potential conflicts when related services are offered. As a small adviser managing roughly $71 million for about 115 clients, the firm’s combination of multi-disciplinary legal and accounting capabilities alongside traditional investment management is uncommon among peers.

To learn more about the advisors currently working at Monthie Wealth 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.