A complete list of active advisors currently associated with The Milwealth Group, LLC

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

The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and some corporate accounts. The firm operates on a fee-only, percentage-of-AUM basis and also offers standalone financial planning for non-investment clients and limited tax preparation services for select clients. Investment decisions are driven by a traditional asset-allocation approach implemented mainly through mutual funds, ETFs, US Treasuries and similar instruments, with an Investment Committee that performs due diligence on options. The firm uses Schwab and Transamerica as primary custodians and manages certain retirement-plan accounts on a non-discretionary, view-only basis (via Tamarac/Yodlee), where clients retain responsibility to place trades. Noteworthy features include the firm’s active use of artificial intelligence tools governed by a formal AI policy that requires human oversight and vendor review, and its provision of tax-preparation services for select clients. The MilWealth Group manages roughly $497 million across about 236 client relationships with five advisors — a relatively high AUM per advisor — and it leaves proxy voting to clients while providing voting advice upon request.

To learn more about the advisors currently working at The Milwealth Group, 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.