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

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

Stash Wealth, LLC serves individual clients with an emphasis on high-earning professionals, providing a multi-step financial planning engagement (the Stash Plan) and optional ongoing investment management through its Stash Management Service. The firm delivers written financial plans and, for clients who subscribe to ongoing services, implements model portfolios and coordinates access to outside specialists for tax, estate, insurance, and related needs. The firm’s investment approach is rooted in Modern Portfolio Theory with a primary focus on passive asset allocation implemented via ETFs and mutual funds, supplemented at times by active positions, model portfolios, periodic rebalancing, and tax‑loss harvesting. The brochure also states that Stash Wealth “does not make investment decisions based on investment objectives or risk tolerance,” and it informs clients that actual portfolio risk may differ from their comfort level as documented in the Stash Management Service agreement. Stash Wealth places a notable emphasis on client education and outreach, offering newsletters, podcasts, and public seminars or speaking engagements, and it operates a proprietary Stashboard™ portal for secure document exchange and plan delivery. The firm’s marketing and revenue practices are atypical for peers: it discloses use of paid influencer promotions, affiliate links, compensation for published video content, and the use of testimonials and third‑party ratings in advertising, and it requires clients to custody assets with a specified custodian.

To learn more about the advisors currently working at Stash 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.

You can also browse Stash Wealth, LLC's office locations.

Name	Location	Years of experience
Alexi Gilmore Manookian	Hawley, PA	6
Priya Malani	New York, NY	10
Cassandra Mcknight	New York, NY	11

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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