Millennial Wealth Management

Comprehensive Financial Planning and Investment Management for Millennials.

Contact Us

Millennial Wealth Management

Comprehensive Financial Planning and Investment Management for Millennials.

Serving Clients Nationwide



Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

About Us

We are MWM, a different kind of financial advisory firm dedicated to serving the needs of millennials.

Our comprehensive financial planning service is unique in the investment industry, as it is a true partnership between the firm and our clients. No two client relationships look the same when working with us because nobody is in the same financial position with the same goals and life circumstances.

If you want a cookie-cutter approach and a new product sold to you at every turn, we are not for you. If you want personal attention with a true understanding of your current financial situation and a plan to reach your future goals, give us a try.

✅ Our promise to you is to always put your interests first, which we committed to when we took the fiduciary oath.

Helping Millennials Win With Money

We grew up in an age where financial literacy was not taught in school. So, if our parents didn't teach us about money we were left to figure it out on our own.

✅ Our Mission at MWM is to change the lives of millennials and their families through financial planning.

We understand the importance of partnership and taking the time to educate our clients through the financial planning process. It's important that our clients know why we are recommending certain strategies, or why we utilize certain investment vehicles.

At MWM, our goal is growth, both personally and financially. We hope to work with you soon!


Who We Serve

  • Attorneys
  • Blended Family
  • Business Owners
  • College Graduates
  • Corporate Executives
  • Couples
  • Crypto Investors
  • Dentists
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Government Employees
  • Healthcare Professionals
  • Newly Engaged / Newlywed
  • Parents
  • Physicians
  • Real Estate Agents
  • Technology Professionals
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.