A complete list of active advisors currently associated with MSM Advisory, LLC

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

MSM Advisory serves individual clients (including high‑net‑worth individuals) and small businesses, offering comprehensive financial planning and investment consultation. Services described in the brochure include retirement and estate planning, cash‑flow and debt management, education funding, business consultation, periodic portfolio advice, and selection of third‑party investment managers. The firm describes an investment process that blends fundamental, technical and cyclical analysis and employs active, Modern Portfolio Theory and Core+Satellite strategies; portfolios are often implemented via recommended third‑party managers and an Envestnet platform. The firm emphasizes non‑discretionary relationships—clients retain final authority over investment decisions—even though some recommended managers may operate with discretionary authority. Notable distinctions from many peers include disclosure that the firm’s principal is an appointed insurance agent who sells annuities and other insurance products (an activity that occupies a substantial portion of her time and may produce commission compensation), a formal referral/fee arrangement with third‑party investment managers, and the offering of periodic complimentary educational workshops. The firm is also small in scale relative to many advisers, with roughly $2.35 million in AUM and about a dozen clients, which may affect how services are delivered compared with larger firms.

To learn more about the advisors currently working at MSM Advisory, 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.