Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.

Investment Management

Adviser

Mario Ramos

Daniel Wiener

Mario R.

The Finance and Accounting team at Adviser is responsible for managing the firm's financial health through accurate accounting practices, tax planning, and compliance oversight. This team ensures regulatory adherence, develops financial strategies, and provides essential insights that inform investment decisions, supporting the firm’s commitment to delivering exceptional wealth management services to clients.

Finance and Accounting

About

Team members

Other teams at Adviser

Leadership Team

Client Services Team