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

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

Muntz Financial advises a mix of individual clients (including accredited investors), trusts, estates, employersponsored retirement plans, corporations and private funds, providing ongoing, fee-based portfolio management and financial planning. The firm offers advice across a broad range of securities and vehicles—equities, fixed income, mutual funds, ETFs, variable annuities, limited partnerships and private equity—on a discretionary and non‑discretionary basis. The firm typically implements a core‑satellite investment approach and uses fundamental, technical, cyclical and charting analysis to tailor portfolios to each client’s objectives, time horizon and risk tolerance. Muntz Financial also supports short‑term trading, margin and options strategies when appropriate and allows clients to impose restrictions on individual holdings. Notably, Muntz Financial manages assets for private funds and pooled investment vehicles and identifies private equity and limited partnerships among its advised investments, arrangements that are less common among peers. The firm also works with outside insurance agents to facilitate insurance solutions and disclosed a 2023 consent agreement with the Pennsylvania Department of Banking and Securities concerning certain filing and reporting deficiencies.

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