A complete list of active advisors currently associated with MPS-LORIA Financial Planners, LLC

Warmer can help you find a great advisor at MPS-LORIA Financial Planners, LLC or one who fits your needs even better.

MPS LORIA Financial Planners, LLC serves a mix of individual clients — including high-net-worth individuals — as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides ongoing investment advisory services, individualized financial planning, and pension consulting and participant education to its approximately 679 clients, managing about $826 million in client assets with a five-advisor team. The firm follows an open-architecture, predominantly discretionary investment approach that emphasizes diversified allocations built primarily from no‑load mutual funds and ETFs. Portfolio construction relies on quantitative screening and ongoing monitoring using the fi360 system and research provided by Fiducient Advisors, and the firm may recommend sub‑advisors or an Investment Policy Statement to implement client objectives. Compared with many team firms, MPS LORIA discloses the use of endorsements and client testimonials in its advertising, a practice that is relatively uncommon among peers. The firm also discloses relationships that can create conflicts of interest — for example, an affiliated insurance entity and licensed insurance representatives who may earn commissions — and documents its processes for addressing those conflicts while maintaining custodial relationships and operational support through a major institutional custodian.

To learn more about the advisors currently working at MPS-LORIA Financial Planners, 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.