A complete list of active advisors currently associated with Mauney-Pitt Financial Management, Inc.

Warmer can help you find a great advisor at Mauney-Pitt Financial Management, Inc. or one who fits your needs even better.

Mauney‑Pitt Financial Management, Inc. provides discretionary investment management, wealth management and financial planning services for retirement plans, plan sponsors and select individual and institutional clients. The firm also offers ERISA retirement plan advisory work, including serving in a 3(38) fiduciary capacity to assist plan sponsors with investment policy, benchmarking, vendor analysis and participant education tracking. Investment portfolios are generally constructed with low‑cost, diversified mutual funds and ETFs but may include individual stocks, bonds, margin and cash positions as appropriate, and the firm describes a primarily long‑term orientation supported by both fundamental and technical analysis. Mauney‑Pitt may implement all or part of a client’s program through unaffiliated independent managers and conducts initial and ongoing due diligence and oversight of those managers. What distinguishes Mauney‑Pitt from many peers is its emphasis on pension consulting and formal retirement plan fiduciary services alongside the selection and supervision of other advisers — activities the firm’s disclosures identify as less common among similar investment managers. The advisor is a small, newly registered SEC‑registered firm that also participates in an institutional platform relationship for custody and research support, and several advisory personnel are licensed insurance professionals who may receive separate commissions for insurance sales.

To learn more about the advisors currently working at Mauney-Pitt Financial Management, Inc., 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.