A complete list of active advisors currently associated with Monuwealth Advisors

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

MonuWealth Advisors provides portfolio management, financial planning, and pension consulting to a client mix that includes high‑net‑worth individuals, pension and profit‑sharing plans, and business and insurance entities. The firm reports managing roughly $948,890 in discretionary assets and currently serves a single client, and it prepares individualized Investment Policy Statements as part of its ongoing advisory services. The firm builds customized portfolios using Schwab‑hosted models and a core passive approach supplemented by active strategies, applying fundamental analysis and modern portfolio theory to set asset allocation and select investments. It generally manages accounts on a discretionary basis, documents client risk tolerances and restrictions in each Investment Policy Statement, and conducts quarterly portfolio reviews and reporting through the custodian. A distinctive feature is an affiliated accounting practice run by the firm’s principal, who performs that outside accounting work for approximately 32 hours per week—an arrangement the brochure discloses as a potential conflict and that may offer clients closer tax and accounting coordination. The firm also provides pension consulting services (including 401(k) plan design, manager recommendations, monitoring, and written consulting plans), a service offering that the firm notes as less common among peers, and maintains a formal business continuity plan with cloud‑based systems and vendor redundancy.

To learn more about the advisors currently working at Monuwealth 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.