A complete list of active advisors currently associated with Myra Wealth

Warmer can help you find a great advisor at Myra Wealth or one who fits your needs even better.

MYRA Wealth provides planning, consultation and discretionary investment management to individuals, households, trusts and businesses through an interactive online Platform. Services are offered as a mix of digital plan tools, scheduled advisor consultations, and optional managed brokerage and retirement accounts under a subscription structure that begins with a 30‑day trial and moves to paid tiered subscriptions. The firm primarily pursues a passive, ETF‑based investment approach using model portfolios that are monitored and rebalanced by algorithmic software; investment accounts opened through the Platform are managed on a discretionary basis with custody at Charles Schwab. Portfolios emphasize diversified, asset‑class exposures and tax considerations, and the adviser relies on automated monitoring while allowing clients to impose investment restrictions. A notable feature is the firm’s affiliation with an in‑house tax services affiliate (MYRA Tax LLC) and a wholly owned technology subsidiary (MYRA Technologies), which provide integrated tax and platform capabilities that are uncommon among peers. The firm also participates in Schwab’s institutional program and combines that custodial relationship with a subscription delivery model while managing roughly $65 million for a relatively small client base.

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