Our Clients

Momentum Advisors is a Financial Planning and Investment Advisory firm that is geared toward individuals who have achieved extraordinary levels of success. Our clients are an elite group of entrepreneurs, executives and athletes who demand the same excellence in their advisors that they have demonstrated in their own lives. They require an intensely personal approach that relies upon years of experience, attention to detail, and above all else, objectivity.

Our Company

Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA). As an independent investment firm, we are compensated on a fee-only basis, which eliminates the conflicts-of-interest that arise from traditional brokerage relationships with large Wall Street firms that earn commissions. 

Our Advisors

Our advisors have a commitment to excellence, which has been demonstrated by years of experience at the world’s finest corporations, and educational credentials from the nation’s top universities. 

As markets change, and life-events occur, clients need advisors who are prepared to help them see around corners. Financial plans must be dynamic, and there must be accountability. Clients need a financial structure that helps them move towards their goals more efficiently, and a skilled investment advisor who helps them navigate the turbulent financial markets.


Momentum Advisors has formed strategic partnerships with several leading financial organizations, to provide clients with world-class investment research, as well as rock-solid asset safety. Additionally, clients can access their account information through the Web, mobile devices and via tablet computers.