A complete list of active advisors currently associated with MarsJewett Financial Group

Warmer can help you find a great advisor at MarsJewett Financial Group or one who fits your needs even better.

Mars Jewett Financial Group serves individuals, trusts, estates, charitable organizations, corporations and retirement plan sponsors with financial planning, consulting, investment management and retirement plan consulting. The seven-advisor team manages approximately $900 million in mainly discretionary assets and also advises on held-away products such as variable annuities and employer-sponsored retirement plan assets. The firm’s investment process is overseen by a monthly investment planning committee that combines qualitative screening (expense ratios, manager tenure, turnover and manager ownership) with quantitative, modern-portfolio analysis emphasizing risk‑adjusted returns and consistency rather than relying primarily on past performance. Portfolios are constructed predominantly with mutual funds and ETFs, and MJFG may allocate portions of client assets to Independent Managers while retaining ongoing due diligence and monitoring responsibilities. A noteworthy operational feature is that MJFG is engaged by Mutual Securities to provide ongoing advice on certain clients’ legacy investments custodied at Mutual, typically variable annuities, an arrangement that involves separate compensation and monitoring obligations. The firm also discloses receipt of institutional software and administrative support from its primary custodian, authorization to directly debit fees and use of standing letters of authorization for transfers, items the brochure identifies as potential conflicts that the firm manages through policies and disclosures.

To learn more about the advisors currently working at MarsJewett Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.