A complete list of active advisors currently associated with MFG Wealth Management, Inc.

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

MFG Wealth Management provides discretionary portfolio management and financial planning to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, charitable organizations, corporations, small businesses and retirement plans. Services include active portfolio management, written and ongoing financial planning, and assistance with estate, business and family financial planning, as well as selection and monitoring of third‑party money managers. The firm implements actively managed strategies that blend fundamental and technical analysis and in‑depth market assessment, and it uses a structured sell discipline to help manage risk and preserve gains; portfolio decisions are made on a discretionary basis and reviewed by the advisory team. Charles Schwab is used as the primary custodian, and the firm engages clients in a process to align strategy selection with individual risk tolerance. Noteworthy for a firm of its size, one of the investment representatives is licensed to sell insurance products for commissions and spends a small portion of time on that activity, a relationship the brochure discloses as a potential conflict of interest and for which clients are under no obligation to use firm recommendations. The firm also may receive a portion of fees from outside money managers it refers, and a small team of advisors holding CFP and ChFC credentials jointly reviews client accounts while managing approximately $146 million in client assets.

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