A complete list of active advisors currently associated with Mpower Wealth Management, LLC
Warmer can help you find a great advisor at Mpower Wealth Management, LLC or one who fits your needs even better.
Mpower Wealth Management, LLC is a fee‑only, state‑registered investment adviser that provides discretionary investment management and a range of financial planning services to individuals, families, and institutions. The firm’s Brochure describes standalone planning engagements (comprehensive, project, hourly) and portfolio review services in addition to ongoing asset management. The firm implements diversified, asset‑allocation model portfolios guided by an Investment Policy Statement and a long‑term, Modern Portfolio Theory approach, with target allocations that can range from fully equity to fully fixed income. Portfolios are implemented primarily with low‑cost mutual funds and ETFs, and the Brochure notes a primary use of DFA institutional mutual funds and ETFs, including the limitation that some DFA mutual funds are only available through authorized advisers. Compared with many solo independent advisers, the Brochure highlights that the firm accepts institutional and charitable clients and advises on retirement plan allocations, a client mix that is less common for one‑advisor firms. The Brochure also discloses a few operational policies that distinguish the firm from peers: it will not exercise discretionary authority to purchase cryptocurrencies, it does not vote client proxies, and the principal provides part‑time back‑office support to another registered adviser.
To learn more about the advisors currently working at Mpower 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 |
|---|---|---|
Drexel Hill, PA
| 18
|
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