Money Manager Inc. (MMI) is a registered investment advisory firm headquartered in Wellington, FL that prides itself in being a boutique firm offering specialized and personalized investment advisory services.

Money Manager Inc.’s financial advisors and portfolio management emphasizes long-lasting relationships and continuous personalized discussion among clients, their consultants, and their tax advisors.

Our philosophy is to provide thoughtful, viable alternatives so that clients can comfortably navigate financial issues in their lives. Strategies can be customized so that there is not a “one-sized fits all” approach. We strive to maintain a high level of accessibility so that clients’ personal needs and goals are addressed on an ongoing, proactive basis.

We believe it’s our responsibility to continue to educate clients. As economic and market conditions change, we relay relevant information to clients in an easy and concise way. 

Our investment strategies are designed to meet the needs of both individual and institutional investors. Our strategies are centered on sound investment decision making with strong emphasis on downside protection.

Our clients know they can rely on us for all of their investment needs, large or small, business or personal.

Our primary mission is to help guide our clients through the uncertain patches in the markets that, while tenuous in the short term, create longer term investment opportunities.

We strive to keep your financial goals on track with measured risk and constant oversight.

Our Successful Clients

  • value and follow principled advice.
  • are goal oriented.
  • are looking to find the right long-term financial partner.
  • would like to free up time to focus on what matters most – family, career, personal interests.
  • driven to improve their financial situation.
  • embrace our investment philosophy & principles.
  • want to simplify their financial lives.
  • trust caring professionals to help them in all areas
  • are not afraid to ask questions.

Our Clearing Firm – Pershing Clearing

Pershing Clearing is a firm that we use to custody our client assets. Pershing LLC and Money Manager, Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Pershing LLC does not endorse or recommend any advisor and the use of the Pershing LLC logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Emerson Equity LLC, member FINRA/SIPC. Pershing Clearing Firm is a wholly owned, indirect non-bank subsidiary of The Bank of New York Mellow Corporation, and a member of FINRA and SIPC, and is solely responsible for its obligations and commitments.