The Minor Group of Wells Fargo Advisors is a boutique practice serving affluent families and select institutions. Our combined experience allows us to provide distinctive insights through a collaborative team approach.
The foundation of our business is the ability to offer independent and objective advice aligned with your best interests.
We maintain an exclusive practice for a select group of families. We dedicate the time needed to build custom portfolios, provide outstanding service and build trusted relationships.
Our investment solutions are designed to help you accomplish your objectives by integrating efficient tax and estate planning strategies with appropriate risk management.
Debra Hawkins Private Wealth Senior Registered Client Associate; Will Minor Managing Director – Investment Officer, Private Wealth Financial Advisor; Grant Minor Senior Vice President – Investment Officer, Private Wealth Financial Consultant; Ben Minor Managing Director – Investment Officer, Private Wealth Financial Advisor, Senior PIM Portfolio Manager; Jennifer Lawrence Private Wealth Senior Client Associate; Jeff Perdoch Private Client Financial Advisor
Our Mission
We provide customized investment management services to clients with significant assets. Our most important mission is to preserve client wealth. We engage in continuous dialogue and education to enhance understanding of our clients' objectives.
To accomplish our mission, The Minor Group of Wells Fargo Advisors builds individual custom portfolios with a focus on prudent investment management and risk mitigation strategies over market cycles. We work with a limited number of client families, which enables us to dive deep into the area most important for each relationship. Our approach is holistic, also taking into account taxes, estate and trust strategies, requirements for income, philanthropy, socially responsible mandates and other client objectives.
Wells Fargo Advisors is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
Meet Our Team
Grant Minor
- Financial Consultant
Ben Minor
- Managing Director - Investment Officer
- Private Wealth Financial Advisor
- Senior PIM Portfolio Manager
Will Minor
- Managing Director - Investment Officer
- Private Wealth Financial Advisor
Debra Hawkins
- Senior Registered Client Associate
Jeff Perdoch
- Financial Advisor
Jennifer Lawrence
- Senior Client Associate
Forbes/SHOOK® Recognition 2023
The Minor Group of Wells Fargo Advisors, was named as one of Pennsylvania’s 2023 Best-in-State Wealth Management Teams by Forbes/SHOOK®.
2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Forbes Recognition
In 2021, Ben Minor was named by Forbes as one of Pennsylvania's Best-in-State Wealth Advisors by Forbes/SHOOK®. In 2019, Forbes also named him to their list of the Top Next-Gen Wealth Advisors.
2021 Forbes Best-in-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.2019 Forbes Top Next-Gen Wealth Advisors Best-in-State: Awarded June 2019; Data compiled by SHOOK Research, LLC based on the time period from 3/31/18 – 3/31/19 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.