MFG Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$123,300,170
Clients
777
Advisors
4
of 4 employees
About
The Musuneggi Financial Group (MFG) provides portfolio management, financial planning, and pension consulting to individual and high‑net‑worth clients as well as pension and profit‑sharing plans. Services include ongoing discretionary portfolio management with individualized Investment Policy Statements, written pension consulting plans, and referrals to third‑party investment managers.
MFG’s investment approach relies on modern portfolio theory and a long‑term trading orientation, documenting client goals, time horizons, and risk tolerances in formal Investment Policy Statements and typically seeking discretionary authority to implement portfolios across mutual funds, fixed income, ETFs (including precious‑metal sector ETFs), REITs, annuities and private placements. The firm also uses third‑party managers and platforms and requires use of specified custodians and TAMPs when implementing certain strategies.
Distinctive aspects of MFG include its affiliations with insurance and accounting businesses: several supervised persons are registered representatives of a broker‑dealer and licensed insurance agents, and the firm’s principal is involved in a tax preparation practice. These relationships, along with acceptance of third‑party compensation and occasional soft‑dollar benefits, are disclosed in the brochure and are identified as potential conflicts of interest that the firm manages through policies and client disclosure.
Client services
Expertise
Fee options
Fixed fees for financial planning and pension consulting ranging from $500 to $250,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% Over $5,000,000+: Negotiable
Commissions received by registered representatives for sale of investment and insurance products; However, commissions are not the primary source of advisory compensation
Hourly fees between $200 and $500 for financial planning and pension consulting
Ongoing financial planning fixed annual fee ranging from $1,200 to $3,600, paid monthly
Fee-only: Fixed fees between $500 and $250,000 for financial planning and pension consulting; Ongoing financial planning fees from $1,200 to $3,600 annually
Main office
4600 J Barry Court, Suite 410
Canonsburg PA 15317
Advisors at this office
4
Most active in
Pennsylvania · Texas
Also doing business as
Mfg Private Wealth · The Musuneggi Financial 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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Ean L
Series 65
Canonsburg, PA
MFG Private Wealth
Ean Livingood is a Series 65 credentialed advisor with MFG Private Wealth, bringing less than one year of industry experience. Prior to his current role, he worked in logistics and retail, including over a decade at U-Haul Company of Pennsylvania. He also has involvement with Livingood's Services LLC. MFG Private Wealth offers portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a modern portfolio theory approach and long-term investment strategies guided by formal Investment Policy Statements.
Mary Grace M
ChFC®, Series 63, Series 65
Canonsburg, PA
MFG Private Wealth
Mary Grace Musuneggi is a financial advisor at MFG Private Wealth with the ChFC® designation and over 44 years of industry experience. She has held roles at LPL Financial, Grove Point Advisors, and The Musuneggi Financial Group, where she also authors content for Single Steps Strategies. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm’s investment approach incorporates modern portfolio theory and long-term trading, often implementing discretionary portfolios guided by formal Investment Policy Statements.
Christine M
Series 63, Series 66
Canonsburg, PA
MFG Private Wealth
Christine Musuneggi is a financial advisor with MFG Private Wealth in Canonsburg, PA, holding Series 63 and 66 licenses and possessing 26 years of industry experience. She has been with MFG Private Wealth since 2025 and leads The Musuneggi Financial Group, LLC, an independent investment advisory firm. Musuneggi also serves on the NSS Life Advisory Board as a nonprofit board member and conducts seminars through Single Steps Strategies. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individual, high-net-worth clients and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory-based investment approach, offering discretionary portfolio management supported by formal Investment Policy Statements and access to third-party managers and specified custodians.
Christopher M
Series 63, Series 65
Canonsburg, PA
MFG Private Wealth
Christopher Musuneggi is a financial advisor at MFG Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Grove Point Advisors, LLC, and LPL Financial. Outside of advisory work, he is co-owner of a tax preparation and accounting business. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a modern portfolio theory approach with long-term trading strategies and offers discretionary portfolio management tailored to client goals and risk tolerances.
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