A complete list of active advisors currently associated with POV Wealth LLC

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

The firm provides fee-only financial planning and asset management to individuals, families, trusts and businesses, offering ongoing wealth management, retirement-plan advisory, college funding and student loan planning, and 529 account services. It delivers both standalone financial planning engagements and discretionary portfolio management, and also makes optional educational seminars and a periodic newsletter available to clients. Portfolio construction emphasizes diversified equity allocations across U.S. and international markets and across capitalization and style exposures using stocks, ETFs and mutual funds, while an uncorrelated sleeve may include fixed income, annuities, commodities and foreign exchange; the firm may also employ options strategies and technical analysis. Client profiles, investment objectives and risk tolerances are documented, clients may impose investment restrictions, and accounts are reviewed at least quarterly with rebalancing and tax-aware considerations as needed. Noteworthy features for a firm of this size include an affiliated insurance brokerage and the advisor’s role as a licensed insurance agent, along with credentials as a college funding specialist and certified student loan professional — all disclosed as potential conflicts of interest. The firm’s provision of seminars/workshops, a client newsletter, and the ability to manage held-away employer retirement accounts via a third-party portal and administer 529 accounts through an investment program are services that are less common among similar independent advisors.

To learn more about the advisors currently working at POV Wealth 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.

Name	Location	Years of experience
Eric Mcginley	Falls Church, VA	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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