Bloomfield Hills, MI Office

JMG Financial Group advises individuals, trusts, retirement plans, business entities and charitable organizations, delivering comprehensive wealth management, portfolio management, and, when requested, separate financial and retirement consulting. The firm also provides in‑house tax consulting and tax preparation services and advises clients on private investment fund opportunities.

JMG describes a planning-based, long-term investment approach implemented through a repeatable four-step process (client analysis, portfolio design, investment selection and ongoing management) and emphasizes strategic asset allocation with tactical shifts approved by an investment committee. Portfolios draw from ETFs, mutual funds, individual equities, fixed income, separately managed accounts and, for eligible clients, private and alternative investments, with tax-aware techniques, sub‑advisors and options strategies used where appropriate.

A number of operational features distinguish JMG from many peers: it offers held‑away account management via a third‑party platform that permits review and rebalancing of outside retirement accounts without transfer authority, maintains account aggregation tools that show excluded assets, and operates a separate combined-services arrangement for Schwab‑referred clients. The firm also relies on sponsor-provided valuations for private funds, discloses use of sub‑advisors and options strategies, and notes governance and custody considerations (including trustee roles and surprise custody audits) that stem from its access to client accounts and its growth through acquisitions.