# Mainspring Wealth Advisors

Mainspring Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** mainspringwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/mainspring-wealth-advisors

## Regulatory record

- **CRD number:** 288790
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288790

## About

Mainspring Wealth Advisors acts as a driving force to keep the personal and financial goals of its clients moving forward. The firm provides comprehensive financial planning and personalized wealth management, connecting investments, risk management, tax strategies, and estate planning. It serves individuals and families, business owners, pre-retirees, and retirees with professional guidance tailored to each situation.

## People

- Kevin Skogen — CFP®, ChFC® — CEO, Partner, MWA, LLC, Financial Planner, RJFS
- Jeremy Taylor — CFP®, ChFC® — President, Partner, MWA, LLC, Financial Planner, RJFS
- Brian Frederick — CFP®, CIMA® — CIO, Partner, MWA, LLC, Financial Planner, RJFS
- Vandana Nair — COO — MWA, LLC, Branch Associate, RJFS
- Edward Bradley — CFP®, ChFC® — Partner, MWA, LLC, Financial Planner, RJFS
- Phil Crow — Compliance Officer — MWA, LLC, Registered Principal, RJFS
- Jay See — Compliance Officer — MWA, LLC, Registered Principal, RJFS
- Amber Billeter — CFP® — Financial Planner
- Tyrel Lacey — CFP®, ChFC® — Financial Planner
- Andy Rodgers — CFP®, ChFP®, CEPA® — Financial Planner
- Stephen Urbrock — MBA, AAMS®, CFP®, ABFP® — Financial Planner
- Caitlin Meuret — Business Services Manager
- Tiffany Solack — Human Resources Manager — PHR

## Questions

### What is the regulatory status of Mainspring Wealth Advisors?

Mainspring Wealth Advisors is registered as an investment adviser with the appropriate state or federal securities regulator. RIAs must file Form ADV with the SEC or state authorities, disclosing the firm's business practices, fees, conflicts of interest, and disciplinary history. This public filing provides transparency not required of private family offices.

## Related profiles

- [Dynamic Financial Group](https://altss.com/profile/dynamic-financial-group)
- [Kingswood Wealth Advisors](https://altss.com/profile/kingswood-wealth-advisors-llc)

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Last updated: 2026-08-11T15:07:19.634Z

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