Market Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Market Investment Group, LLC provides financial planning and portfolio management to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. In addition to discretionary portfolio management and financial planning, the firm’s associated persons are licensed to offer insurance products and the brochure discloses affiliated accounting, tax, and HR service entities that can be part of client engagements.
The firm generally manages accounts on a discretionary basis and implements asset allocation and security selection through a sub-adviser model, relying on Foundations Investment Advisors LLC and third‑party model providers (including Morningstar Investment Management and BlackRock Solutions) for portfolio construction, trading, and back‑office support. Market Investment Group documents client objectives and risk tolerances, conducts account reviews at least annually, and will apply client‑imposed restrictions in writing.
Compared with many peers, the firm’s disclosures highlight several uncommon practices: its advertising materials may include performance information (including hypothetical results), endorsements, testimonials, and third‑party ratings, and it discloses economic relationships with product sponsors that support marketing initiatives. The brochure also describes a structured, tiered service model that bundles advisory services with affiliated tax and legal offerings (Market Tax Services, LLC and an alliance with Eidelman Law Firm) and notes affiliated insurance agencies that provide commissionable insurance solutions.
Client services
Expertise
Fee options
Fixed fee up to $10,000 for financial planning services
$0 - $249,999: Up to 1.50% AUM fee on accounts managed by Advisor (negotiable) $250,000 - $499,999: Up to 1.50% AUM fee on accounts managed by Advisor $500,000 - $999,999: Up to 1.25% - 1.50% AUM fee on accounts managed by Advisor $1,000,000 - $2,999,999: Up to 1.25% AUM fee on accounts managed by Advisor $3,000,000 - $4,999,999: Up to 1.00% AUM fee on accounts managed by Advisor $5,000,000+: Up to 0.50% AUM fee on accounts managed by Advisor
Commission-based compensation earned by dually licensed insurance agents for insurance product sales
Up to $500 per hour for financial planning services
Fee-only: Financial planning fees: Up to $500 per hour or fixed fee up to $10,000
Main office
110 East Waterman Street, Suite 150
Wichita KS 67202
Advisors at this office
4
Most active in
Arkansas · Florida · Georgia · Kansas · Missouri · North Carolina · Oklahoma · Pennsylvania · South Carolina · Texas
Also doing business as
Market Advisory Group · Market Advisory Group, LLC · Market Investment Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Danny G
Series 65
Wichita, KS
Market Investment Group, LLC
Danny Goolsby is a Series 65-licensed financial advisor with Market Investment Group, LLC in Wichita, KS, and has nine years of industry experience. He has been associated with Market Investment Group since 2025 and concurrently works with Market Advisory Group and Foundations Investment Advisors. Outside of advisory roles, Goolsby has worked as an independent insurance agent since 1985. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-adviser arrangements to manage accounts on a discretionary basis, tailoring allocations to clients’ objectives, risk tolerance, and time horizons.
Jonathon M
Series 65
Wichita, KS
Market Investment Group, LLC
Jonathon Mc Coy is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Market Investment Group, LLC and has prior experience at Market Advisory Group and Foundations Investment Advisors, LLC. In addition to his advisory work, he operates as an independent insurance agent, offering fixed insurance, long-term care, and annuity solutions. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-adviser arrangements while supervising client relationships, rebalancing, and suitability determinations based on individual objectives and risk tolerance.
Matthew G
Series 65
Wichita, KS
Market Investment Group, LLC
Matthew Goolsby is a financial advisor with Market Investment Group, LLC, holding a Series 65 license and six years of industry experience. He has worked at Market Investment Group since 2025 and previously at Foundations Investment Advisors LLC. Outside of his advisory role, Goolsby is involved in Market HR Services LLC, a payroll and human resources firm. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-advisers to implement client strategies, with a focus on ongoing portfolio supervision and suitability determinations.
Larry K
Series 65
Wichita, KS
Market Investment Group, LLC
Larry Kloefkorn is a financial advisor at Market Investment Group, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked with several affiliated firms, including Market Medicare Advisors, Market Tax Services, Foundations Investment Advisors, and Market Advisory Group. Outside of his advisory role, Kloefkorn is involved as a co-owner in businesses offering tax planning and Medicare-related services. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-adviser arrangements to manage accounts based on client objectives, risk tolerance, and time horizon, offering integrated services including insurance and outsourced HR and payroll support through affiliated entities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")