A complete list of active advisors currently associated with MOR Wealth Management, LLC
Warmer can help you find a great advisor at MOR Wealth Management, LLC or one who fits your needs even better.
MOR Wealth Management provides discretionary investment management, financial planning, wealth management consulting and retirement‑plan consulting to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm reports approximately $395.6 million in assets under management across about 143 client relationships served by a three‑person advisory team and generally implements account minimums in the neighborhood of $2 million (waivers possible). The firm’s investment process is primarily long‑term oriented and typically relies on low‑cost, diversified mutual funds and ETFs while also using individual stocks and bonds when appropriate; MOR Wealth applies fundamental, technical and charting analysis to inform asset allocation and may transact more actively for rebalancing or to meet client cash needs. Accounts are managed on a discretionary basis with portfolios built to each client’s stated goals, risk tolerance and time horizon, and the firm supplements investment management with written financial plans and retirement participant advice as needed. Distinctive features noted in the firm’s disclosures include sponsorship of a wrap‑fee program that bundles transactional and administrative “Covered Costs” into a single advisory fee (described in Appendix 1), and an institutional custody relationship that provides platform technology and other economic benefits. The firm also publicizes third‑party ratings in its materials and incorporates client education — including retirement plan participant advice and workshops — into its consulting services, characteristics that are less common among similar supported firms.
To learn more about the advisors currently working at MOR Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Philadelphia, PA
| 6
| |
Philadelphia, PA
| 4
| |
Philadelphia, PA
| 27
|
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