A complete list of active advisors currently associated with MW Investment Advisor, LLC

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

MW Investment Advisor, LLC is an independent registered investment adviser that works with individual and high‑net‑worth clients to provide portfolio management and related advisory services. The firm’s listed services include investment planning, investment policy statements, retirement and estate planning support, education funding and employee stock option planning. Portfolios are customized to client objectives using a collaborative process that considers time horizon, risk tolerance and diversification, and draws on public research and third‑party analysis. The firm reports approximately $33 million in assets under management handled on a primarily non‑discretionary basis, requiring client approval for specific transactions, and conducts account reviews at least quarterly while executing trades through a single custodian. What is distinctive for this adviser is its emphasis on non‑discretionary management of a multi‑million dollar book of business—a structure that is uncommon among independents and leaves transaction‑level control with clients. The firm does not receive sales commissions or participate in wrap programs or soft‑dollar arrangements, coordinates with clients’ other advisors rather than offering in‑house financial planning, and may accept accounts without a formal minimum while reserving the right to decline smaller engagements.

To learn more about the advisors currently working at MW Investment Advisor, 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.