A complete list of active advisors currently associated with The Money and Values Group

Warmer can help you find a great advisor at The Money and Values Group or one who fits your needs even better.

The Money and Values Group provides discretionary portfolio management and financial planning and consulting primarily for individual clients. The firm also conducts educational seminars and workshops for the public and offers consultative sessions focused on specific topics. The firm’s investment approach is tailored to clients’ goals, time horizons and risk tolerance and employs fundamental analysis, model portfolios accessed through a third‑party model marketplace, and the use of third‑party money managers that MVG may select and oversee. Financial planning and consulting are offered on a project basis, including engagements billed hourly, and seminars are offered for a fixed fee; plans are typically delivered within thirty days contingent on client documentation. What is distinctive about the firm is the combination of individualized portfolio management with direct financial planning, a public education program, and formal authority to appoint other advisors to manage client accounts—features that are uncommon for firms in this regulatory category. The firm also maintains an affiliated insurance business and may receive customary insurance compensation; this potential conflict is disclosed and governed by the firm’s procedures and fiduciary obligations, and the firm does not serve as a private fund adviser.

To learn more about the advisors currently working at The Money and Values Group, 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.