A complete list of active advisors currently associated with Reliable Municipal Advisors, LLC

Warmer can help you find a great advisor at Reliable Municipal Advisors, LLC or one who fits your needs even better.

Reliable Municipal Advisors is a state-registered investment adviser that positions itself to work with tax-exempt issuers, institutional and business clients — including charities, foundations, and municipal or corporate borrowers — while also offering financial planning and portfolio management services for individuals and small businesses. The firm lists qualified 501(c)(3) bond advisory, broad-based financial planning, and non-discretionary portfolio management among its services. For municipal and bond engagements the firm provides transaction-level advisory work such as sizing and structuring issues, preparing bid requirements, advising on public versus negotiated sales, and evaluating underwriter or lender fees; for managed accounts it operates on a non-discretionary basis and seeks client approval before trades. Its fee arrangements combine common percentage-based asset fees and transaction-based bond fees with the less-common use of hourly billing for financial planning and consulting. What is distinctive about the firm is the combination of legal and advisory capabilities: the principals maintain active law practices and present bond advisory services that integrate legal and transaction advice alongside investment work. The firm’s client mix that explicitly includes corporate/business and municipal issuers, its small two-advisor structure, and its stated avoidance of discretionary and performance-based fee arrangements set it apart from many investment managers that primarily run pooled or discretionary institutional mandates.

To learn more about the advisors currently working at Reliable Municipal Advisors, 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.