MBM Wealth Consultants, LLC logo

MBM Wealth Consultants, LLC

Updated today

Client AUM

$453,113,710

Clients

604

Advisors

11

across 3 offices

About

MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $476.7 million in discretionary assets under management across roughly 600 clients and also offers trustee services and retirement plan consulting.

The firm manages client assets through tailored model portfolios that primarily allocate among individual equity and debt securities, ETFs, and options, and on a more limited basis mutual funds and Independent Managers; its investment analysis combines fundamental, technical, and cyclical methods. MBM also offers ERISA 3(38) retirement plan investment management and may recommend privately placed securities to accredited investors, and it may employ margin and option strategies where appropriate.

Several operational features distinguish MBM from many peers: some supervised persons are registered representatives of a broker-dealer and also licensed insurance agents affiliated with an in-house insurance agency, which the firm discloses as a potential conflict when commission-based products are recommended. MBM participates in LPL Financial’s institutional platform and disclosed receiving a seven-year forgivable transition payment and ongoing software and support tied to custody at LPL; the firm reports controls and monitoring to address the incentive to recommend that custodian.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Fixed

Fixed fees range from $1,000 to $5,000 for financial planning and consulting services; trustee services may charge annual fee based on trust assets.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.25%

Commissions

Certain supervised persons offer securities brokerage services and insurance products on a separate commission basis; commissions vary and are not charged by MBM.

Project-based

Approximately $150 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees approx. $150/hour; Fixed fees from $1,000 to $5,000 for financial planning and consulting services

Main office

See office

16401 Swingley Ridge Rd., Suite 450

Chesterfield MO 63017

Advisors at this office

9

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Iowa · Maryland · Missouri · New York · North Carolina · Oregon · Texas · Virginia · Washington · Wisconsin

Also doing business as

Mbm Wealth Consultants, LLC · Zantrillion Wealth Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Geoffrey E

CFA®, Series 63, Series 65

Chesterfield, MO

MBM Wealth Consultants, LLC

Geoffrey Eikmann is a CFA® charterholder with 10 years of industry experience. He currently works at MBM Wealth Consultants, LLC and has prior experience at Stifel, St. Louis Trust & Family Office, and Moneta Group. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Justin F

CFP®, Series 63, Series 66

Chesterfield, MO

MBM Wealth Consultants, LLC

Justin Fowler is a CFP® with 23 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2026. He previously worked at CliftonLarsonAllen LLP and its affiliated wealth advisory firm from 2011 to 2026. Outside of his advisory role, Fowler performs wedding ceremonies as a minister for Andre's Banquets & Catering. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Maria A

CFP®, Series 66

Chesterfield, MO

MBM Wealth Consultants, LLC

Maria Alvarez is a CFP®-certified financial advisor at MBM Wealth Consultants, LLC with 11 years of industry experience. She previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company from 2014 to 2022. Alvarez is also a member and owner of Alvarez Wealth Management, LLC, a business entity for tax purposes. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in discretionary client assets for individuals, retirement plans, trusts, and estates. The firm employs model-based portfolio management using fundamental, technical, and cyclical analysis across various securities, and offers trustee services and retirement plan consulting.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Matthew L

Series 63, Series 65

Chesterfield, MO

MBM Wealth Consultants, LLC

Matthew Lapides is an investment advisor representative and member of MBM Wealth Consultants, LLC with 21 years of industry experience. He has worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments since 2013 and is also involved with MBM Insurance Services. Lapides holds Series 63 and Series 65 licenses. MBM Wealth Consultants is an SEC-registered independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using fundamental, technical, and cyclical analysis to construct tailored portfolios across various asset types.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Matthew W

CFP®, Series 63, Series 65

Chesterfield, MO

MBM Wealth Consultants, LLC

Matthew Westhoff is a CFP® professional with 21 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2013. He is also involved with MBM Insurance Services and serves on the board of Butterflies for Joe, a nonprofit focused on education about drug side-effects and impacts. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets, employing tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Elizabeth I

Series 63, Series 66

Glendale, CA

MBM Wealth Consultants, LLC

Elizabeth Isaacs is a financial advisor at MBM Wealth Consultants, LLC with 14 years of industry experience. She previously worked at Edward Jones and Lincoln Financial Advisors Corporation. Isaacs holds Series 63 and Series 66 designations. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios that include equity and debt securities, ETFs, options, and other investment vehicles, combining fundamental, technical, and cyclical analysis.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner Executive
user avatar

Jesse D

Series 63, Series 66

St. Johns, FL

MBM Wealth Consultants, LLC

Jesse Dusablon is a financial advisor at MBM Wealth Consultants, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MBM Wealth Consultants in 2026, he worked at TIAA-CREF and TIAA from 2017 to 2026 and Axa Advisors, LLC from 2014 to 2017. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios using a combination of individual securities, ETFs, options, and occasional use of mutual funds and independent managers.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Andrew M

CFP®, Series 66

Chesterfield, MO

MBM Wealth Consultants, LLC

Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. His prior experience includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ risk tolerances and liquidity needs.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Kristin S

Series 63, Series 66

Chesterfield, MO

MBM Wealth Consultants, LLC

Kristin Sullivan is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include seven years at Larson Financial Group, LLC and Larson Financial Securities, LLC, as well as positions at Smith Moore & Co. and Scottrade. MBM Wealth Consultants serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs tailored model portfolios with a focus on equity and debt securities, ETFs, and options, using a combination of fundamental, technical, and cyclical investment analysis.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

William W

CFP®, Series 63, Series 65

Chesterfield, MO

MBM Wealth Consultants, LLC

William Weckback is a CFP® professional with 30 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and also operates BW Wealth Consulting, LLC, a separate business entity for tax purposes. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets using tailored model portfolios that emphasize individual equity and debt securities, ETFs, and options, combining fundamental, technical, and cyclical investment analysis.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Andrew K

Series 63, Series 65

Chesterfield, MO

MBM Wealth Consultants, LLC

Andrew Kowal is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Cornerstone Wealth Management, Moneta Group Investment Advisors, and Buckingham Wealth Partners. He serves as Treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary assets primarily through tailored model portfolios using individual securities, ETFs, options, and occasionally mutual funds and Independent Managers, combining fundamental, technical, and cyclical investment analysis methods.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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