A complete list of active advisors currently associated with MTR Financial Services, LLC

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

MTR Financial Services, LLC is an independent, fee-only registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, trusts, estates, and charitable organizations. The firm operates as a sole practitioner and reports managing approximately $120 million in client assets across roughly 86 accounts, with no stated account minimums. MTR develops individualized Investment Policy Statements and implements asset allocation, security selection, and ongoing monitoring with discretionary trading authority, typically reviewing client accounts quarterly and documenting risk tolerance and time horizon. Its investment toolbox includes long- and short-term strategies and may include option writing, and it relies on third‑party research and Charles Schwab for custody and trade execution. What distinguishes MTR from many peers is the combination of a single-advisor structure with relatively large assets under management and a recent transition to SEC registration, which affects its regulatory disclosures and oversight. The firm also discloses standing letters-of-authorization custody arrangements subject to SEC safeguards, maintains a detailed Code of Ethics governing personal trading, and offers fee-only hourly planning alongside AUM-based management.

To learn more about the advisors currently working at MTR Financial Services, 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.