A complete list of active advisors currently associated with Mustard Seed Financial

Warmer can help you find a great advisor at Mustard Seed Financial or one who fits your needs even better.

Mustard Seed Financial works with individuals, families, trusts, estates, corporations, and non‑profits to provide financial planning, ongoing investment management, consulting, and estate‑planning support. The firm reports managing roughly $109 million in client assets and offers access to both traditional portfolios and non‑standard investments, including Delaware Statutory Trusts (DSTs) and Opportunity Zone investments through its EquiShield 1031 division. The firm’s investment approach relies on proprietary allocation models grounded in Modern Portfolio Theory with an overlay of tactical positioning, and it typically manages client accounts on a discretionary basis while conducting periodic reviews. Mustard Seed also employs third‑party managers and may implement a wide range of strategies and vehicles—index and active funds, ETFs, individual securities, private placements, non‑traded REITs, DSTs and other alternative investments—subject to client objectives and suitability. What is noteworthy about this firm is its formal EquiShield 1031 offering focused on facilitating 1031 exchanges into DSTs, a specialty not common among similar team advisors, and that certain supervised persons are licensed insurance agents who may sell insurance products. The firm may receive placement, referral, or other third‑party compensation for alternative investments; these arrangements are disclosed to clients and the firm states it conducts due diligence and allows clients to decline recommended investments to mitigate conflicts of interest.

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