A complete list of active advisors currently associated with Proper Money Management LLC

Warmer can help you find a great advisor at Proper Money Management LLC or one who fits your needs even better.

Proper Money Management LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients) and businesses. Services described in the brochure include discretionary portfolio management, retirement-plan advisory (including 3(21)/3(38) support), comprehensive financial planning, and estate-document preparation delivered through a third‑party platform. The firm generally constructs customized, long‑term portfolios using low‑cost, diversified mutual funds and ETFs, and may allocate portions of client assets to unaffiliated independent managers; it describes a process of ongoing personal client contact, continuous monitoring, and the use of both fundamental and technical analysis. PMM typically manages accounts on a discretionary basis, allows clients to impose reasonable investment restrictions, and may buy or sell positions for rebalancing, tax harvesting, or to meet client cash needs. What is distinctive for this firm is its affiliation with an insurance business: several advisory personnel are licensed insurance agents operating an affiliated insurance entity and may receive commission‑based compensation for insurance sales, a practice the brochure discloses as a potential conflict of interest (this affiliation is uncommon among peers). The firm is also small in scale relative to many supported firms — managing roughly $1.72 million across two advisors and five clients while operating multiple offices — and it offers packaged estate‑document services via an external provider and maintains an institutional custodial relationship that provides economic benefits to the advisor.

To learn more about the advisors currently working at Proper Money Management 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
Michael Buster	Lakewood, CO	0
Patrio Mckenzie	Lakewood, CO	13

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support