A complete list of active advisors currently associated with MSP Wealth Management, LLC

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

MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals (including high-net-worth clients), trusts, partnerships, corporations, and other business entities. The firm provides ongoing portfolio management primarily through its MSP Wrap Fee Program, and also offers financial planning and consulting on either an annual-retainer or one-time basis, plus TPMM selection and advice across equities, mutual funds, ETFs, fixed income, and variable products. MSP emphasizes customized, fiduciary advice tailored to each client’s investment profile, with most accounts managed on a discretionary basis pursuant to written investment policy statements. The firm’s process blends asset-allocation, fundamental and technical analysis, mutual fund/TPMM due diligence, and both long- and short-term trading strategies; accounts are generally reviewed quarterly and financial plans are updated at least annually for retainer clients. MSP is distinctive among similar team firms in that it sponsors and portfolio-manages its own bundled wrap-fee program and does not offer an unbundled portfolio-management alternative, and it routinely deducts wrap fees directly from custodial accounts. The firm also has an affiliation with Molatore & Co. LLP (an accounting and tax advisory firm) and commonly cross-refers clients between the entities; MSP discloses this arrangement as a potential conflict of interest and notes clients are not required to use the affiliate’s services.

To learn more about the advisors currently working at MSP 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.