A complete list of active advisors currently associated with MWM Wealth Advisory, LLC

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

MWM Wealth Advisory serves individuals, high‑net‑worth clients, and small businesses, offering asset management and retirement plan consulting services, including limited‑scope ERISA 3(21) fiduciary work for employer plans. Like many independent firms, it generally charges percentage‑of‑assets fees and provides portfolio management for individual clients, and it also sponsors a wrap fee program that combines management and transaction costs. The firm documents client goals in investment policy statements and uses fundamental and technical analysis to construct strategies, with periodic and event‑driven reviews communicated to clients. While the firm can provide discretionary management through its wrap program, the bulk of reported assets are managed on a non‑discretionary basis, leaving final investment decisions with plan sponsors or individual clients. Notable differentiators include a relatively large client load for an independent adviser (over 200 clients), its role as a wrap fee program sponsor, and a specific emphasis on pension consulting and ERISA plan services with 408(b)(2) disclosures and monitoring. The firm’s principal is also a licensed insurance agent who may offer insurance products, and the firm reports no account minimum, which can affect accessibility compared with many peers.

To learn more about the advisors currently working at MWM Wealth Advisory, 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.