A complete list of active advisors currently associated with Mustard Seed Wealth Management
Warmer can help you find a great advisor at Mustard Seed Wealth Management or one who fits your needs even better.
Mustard Seed Wealth Management provides investment advisory and comprehensive financial planning services to individuals (including high-net-worth clients), businesses, and retirement plans, covering portfolio management, retirement and estate planning, tax and insurance coordination, and succession and employee benefits for business clients. The firm reports roughly $449 million in regulatory assets under management, operates with a nine-advisor team, and maintains multiple offices to serve its client base. The firm's investment approach is grounded in Modern Portfolio Theory with an emphasis on long-term, asset-allocation driven strategies using low-cost mutual funds, ETFs, and individual bonds; it offers both discretionary management and model-portfolio solutions and may use third-party money managers. Mustard Seed also leverages institutional technology and custodial platforms—including an automated ETF portfolio platform—and offers a fixed-fee Navigator retirement platform designed for clients whose assets are largely in workplace retirement accounts. Compared with many peers, the brochure discloses several uncommon features: the firm has a banking affiliation through an adviser who serves in a banking role and describes how that conflict is managed, it operates six offices, and it discloses the use of paid outside promoters and employee referral arrangements for client acquisition. The firm also participates in wrap-fee programs, uses multiple custodians (including specific annuity custodians) and notes access to educational events and institutional resources from its custodial partners.
To learn more about the advisors currently working at Mustard Seed Wealth Management, 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.
You can also browse Mustard Seed Wealth Management's office locations.
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