A complete list of active advisors currently associated with MFG Private Wealth

Warmer can help you find a great advisor at MFG Private Wealth or one who fits your needs even better.

MFG Private Wealth provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages roughly $145.5 million across several hundred client relationships and offers ongoing account management as well as one-time and recurring planning engagements. The firm’s investment approach relies on modern portfolio theory and a long-term trading horizon, documenting client goals, tax considerations, and risk tolerance in individualized Investment Policy Statements and commonly seeking discretionary authority to implement allocations. Portfolios are constructed with diversified vehicles—including mutual funds, ETFs (including precious-metal ETFs), fixed income, real estate funds, annuities, and select private placements—and the firm may allocate portions of client assets to third-party managers when appropriate. A distinctive aspect of the firm is its affiliation with a tax preparation and advisory practice co-founded by a firm principal; that relationship is disclosed in the brochure and described as involving a limited time commitment and modest annual compensation to the principal. The brochure also discloses that several supervised persons are registered representatives of a broker-dealer and licensed insurance agents, and that the firm generally requires clients to use specific custodians, all of which are identified as potential conflicts of interest.

To learn more about the advisors currently working at MFG Private Wealth, 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.