Magnolia Private Wealth, LLC

John Fischer is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andalusian Wealth Management, LLC since 2002. Magnolia Private Wealth is a small, SEC-registered advisory firm managing approximately $225.7 million for around 159 clients. The firm offers customized financial planning, discretionary portfolio management, and employee benefit plan services, combining fundamental and technical methods to tailor portfolios to client objectives and needs.

Chris Roe is a financial advisor at Magnolia Private Wealth, LLC with 24 years of industry experience. He holds the PFS™ designation and Series 63 and 66 registrations. His prior roles include positions at Waldron Private Wealth, Rx Wealth Advisors, and Purshe Kaplan Sterling Investments. Outside of advising, Roe operates a CPA practice and serves as managing member of several business entities, including a tax advisory firm and a real estate management company. Magnolia Private Wealth is a small SEC-registered advisory firm managing approximately $225.7 million for around 159 clients. The firm offers customized financial planning, discretionary portfolio management, and employee benefit plan services, combining fundamental and technical analysis to tailor portfolios to client objectives and needs.

Noah Schwartz is a CFP® with 20 years of industry experience, currently serving at Magnolia Private Wealth, LLC. He has worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc., and has operated his own advisory business since 2010. In addition to his advisory role, he is a member of Yankee Advisor Network, an insurance agency. Magnolia Private Wealth is a small SEC-registered advisory firm managing approximately $225.7 million for about 159 clients. The firm provides customized financial planning, discretionary portfolio management, and employee benefit plan services, using a combination of fundamental and technical methods tailored to individual client objectives.

Larry Peery is a financial advisor at Magnolia Private Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cavria Advisors, LLC since 2016. Outside of his advisory role, Peery is a partner at FA Digital, LLC, a non-investment-related business. Magnolia Private Wealth is an SEC-registered advisory firm that manages approximately $225.7 million for around 159 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities, using a combination of fundamental and technical analysis to tailor portfolios to clients’ objectives and needs.