A complete list of active advisors currently associated with Megstar Financial Management Inc.

Warmer can help you find a great advisor at Megstar Financial Management Inc. or one who fits your needs even better.

MegStar Financial Management provides discretionary portfolio management and, when requested, general financial advice to individual clients. The firm manages accounts directly for a small client base and conducts ongoing reviews and reporting on each account. The firm applies Modern Portfolio Theory to construct diversified, generally low‑turnover portfolios across stocks, ETFs, bonds, CDs and trusts, with asset allocation and ranges typically set in a client/manager agreement. Clients receive written quarterly reports that include performance data and a narrative on market conditions, and custodians provide monthly statements for client review. Distinctive practices include the principal frequently investing personally in many of the same securities selected for clients—after executing client trades first—and not aggregating trades across accounts, a procedure the firm describes as reducing conflicts of interest. The firm reports no disciplinary history or outside affiliations, negotiates reduced brokerage rates without receiving soft‑dollar benefits, and cites prior experience overseeing multi‑million dollar pension fund assets.

To learn more about the advisors currently working at Megstar Financial Management Inc., 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.

Name	Location	Years of experience
Mark Mcnally	Montvale, NJ	31

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