A complete list of active advisors currently associated with Mrd, Inc.

Warmer can help you find a great advisor at Mrd, Inc. or one who fits your needs even better.

MRD, Inc. provides discretionary investment management and retirement-plan advice to individuals, high‑net‑worth clients, trusts and estates, charitable organizations, businesses, and single‑participant retirement plans. The firm manages approximately $181.7 million across 73 client relationships and typically works with clients who meet a $1 million account threshold, delivering ongoing investment supervision and plan fiduciary services. Portfolios are constructed mainly with mutual funds and ETFs, employing both passive and active managers and a disciplined rebalancing process to maintain target allocations; passive allocations frequently rely on funds from Dimensional Fund Advisors. The firm generally avoids routine purchases of individual equities and individual fixed‑income securities, instead favoring debt‑related ETFs and, when suitable, a range of alternative investments—such as interval funds, tender‑offer structures, non‑traded REITs, fee‑only annuities, and legacy private placements. What is distinctive is the combination of a relatively high assets‑under‑management level with a compact client base, resulting in larger average account sizes, and a willingness to incorporate illiquid alternative vehicles and fee‑only annuities into client portfolios—an approach less common among similarly categorized independent advisers. The firm custodians client assets through Schwab and follows internal trading practices (including not aggregating client orders), which can influence execution and operational handling relative to peers that aggregate trades or rely more heavily on individual securities.

To learn more about the advisors currently working at Mrd, Inc., 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.