A complete list of active advisors currently associated with Motive Wealth Advisors, LLC

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

Motive Wealth Advisors serves individuals, high‑net‑worth clients, trusts, estates, business entities, charitable organizations, and pension and profit‑sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and the selection and oversight of independent third‑party advisers. Portfolios are implemented through diversified, risk‑based allocations using no‑load mutual funds, ETFs, individual stocks, U.S. government securities and money market funds, and combine active and passive approaches with analytical methods that include fundamental, relative strength, charting and technical analysis. Motive develops client profiles to align objectives and risk tolerance, monitors accounts on an ongoing basis, and may provide either discretionary or, in limited cases, non‑discretionary management. Distinctive features include the firm’s routine use of third‑party investment advisers—Motive conducts due diligence, recommends and can retain or terminate outside managers, and monitors those relationships—an arrangement that is uncommon among peers. The firm also permits margin borrowing in managed accounts and may construct leveraged strategies for certain high‑net‑worth clients, and it discloses the resulting conflicts and operational considerations related to margin use.

To learn more about the advisors currently working at Motive Wealth Advisors, 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.