A complete list of active advisors currently associated with Mraz and Associates

Warmer can help you find a great advisor at Mraz and Associates or one who fits your needs even better.

Mraz and Associates provides financial planning, consulting, and portfolio management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm delivers these services under written agreements and is compensated primarily through asset‑based fees and occasional hourly or fixed planning fees. MAA generally manages client accounts on a discretionary basis and employs a disciplined, value‑oriented process that draws on fundamental, technical and cyclical analysis, internal research and third‑party model portfolios. Portfolios are diversified across asset classes and reviewed on an ongoing basis, with formal portfolio reviews at least biennially and annual client contact for ongoing advisory clients. Notable features in the brochure include approximately $917.5 million managed on a discretionary basis with a five‑advisor team and a stated $1,000,000 account opening guideline, reflecting a relatively large asset base for a small team. The firm also discloses use of AI tools (including meeting recordings, with an opt‑out), assistance with securities‑backed lines of credit and explicit consideration of political and AI risks, and it provides ERISA plan fiduciary services on either a 3(21) or 3(38) basis.

To learn more about the advisors currently working at Mraz and Associates, 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.