A complete list of active advisors currently associated with Muhr Advisory Group

Warmer can help you find a great advisor at Muhr Advisory Group or one who fits your needs even better.

Muhr Advisory Group is an independent advisory firm that provides financial planning, investment supervisory services, consultations, and periodic special reports to individuals, retirement plans, trusts, estates and business clients. The firm advises on cash flow, college, retirement, tax and estate planning and also offers tax preparation as a separate business activity; it manages approximately $55.1 million in client assets across roughly 142 relationships. The firm describes its core investment approach as an integrated asset allocation process that combines economic expectations with client risk tolerance and documents objectives in written investment policy statements. Portfolios are typically implemented with no-load mutual funds and ETFs through discount brokerages, and the firm operates with both discretionary and non-discretionary arrangements (about $43.0M discretionary and $12.1M non-discretionary), placing trades under limited trading authorization with client consent. Notable operational distinctions in the brochure include an explicit statement that the firm operates as fee-only and is not affiliated with broker-dealers or product-selling entities, while simultaneously disclosing an ongoing tax preparation practice that generates additional compensation. The firm also notes limited availability of IPOs, that it does not provide proprietary performance reports to clients, and that it maintains a formal business continuity and information-security program, which together differentiate its service and operational profile from many peers.

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