Plan with purpose. Invest with discipline. Live with confidence.
Manna Wealth Management is a fee-only fiduciary wealth management firm and an SEC-registered investment adviser, serving clients since 1962, with offices in Miami Beach, Florida; Malibu, California; Washington, DC; and Tysons, Virginia. We manage portfolios of stocks, bonds, ETFs and mutual funds, and we plan retirement income, investments and legacy for individuals, families, retirees and business owners.
How we’re paid: clients pay Manna a percentage of the assets we manage, and nothing else: no commissions. As a fiduciary, we act in your best interest.
Who we usually help:
- People retiring, or recently retired, who need a reliable monthly income from their savings
- Families balancing college savings, retirement and an estate plan
- Business owners building retirement savings outside the business
- Investors who have outgrown a robo-advisor or a call-center service and want one advisor who knows their situation
Choosing an advisor? Read how to find a fiduciary advisor you can trust, and check our SEC record. Ready to talk? Book a free intro call.
Why Manna Wealth Management
In a world where choices abound, spending is easy, and saving is vital, Manna Wealth Management is for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future.
How we are different
We operate in the best interest of the client
Planning your financial future is done in the best interest of the client. Not the other way around. Please see – Regulation Best Interest Disclosures.
A Full Range of Investments
Including stocks, bonds, ETFs and over 8,000 mutual funds. A universe of choices at your fingertips.
Retirement & Income Planning
Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Diversification does not guarantee profit or protect against loss in declining markets.
Independent money management may not be suitable for all investors.
Independent Research
Independent research regarding investment options spanning sectors and markets.
Wealth & Legacy Planning
We help alleviate your concerns about the future, relieve the burden on your loved ones, and assist you in leaving behind the kind of legacy you deserve.
Professional Management of Your Investments
Professionally selected and managed portfolios priced for the individual investor
Planning Tailored To You
These days, much of the financial advice you’ll encounter is just about investments. But Manna knows that money isn’t just about investing. It impacts your choices and actions, every day. At Manna, a financial advisor will focus on your entire financial life. Paying off debt, retirement, saving for college, supporting your favorite charity, anything you do that involves money & can impact your overall success. Together with your advisor, you’ll create a plan that strives to cover it all.
What would you like help with next?
Your financial life is personal. Choose what matters most to you, and explore where Manna could help.
A few simple questions, no account details required; ready to talk, book a Free Intro Call.
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Areas Where We Serve
California
Washington DC