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 serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations, small businesses and retirement plans, providing discretionary portfolio management and financial planning services. The firm manages client assets on a percentage‑of‑AUM basis and also offers estate, business and family financial planning and the selection and monitoring of outside money managers. The firm employs an active portfolio management approach that combines fundamental and technical analysis, in‑depth market and index analysis, and a structured sell discipline to manage several distinct portfolio strategies. Accounts are managed on a discretionary basis, with the adviser group using technology and Schwab custody and trading services to implement and monitor portfolios. Compared with many peers, the firm discloses that one or more members of the advisory team sell insurance products for sales commissions and report dedicating a small portion of their time (about 10%) to those activities, creating a potential conflict of interest the firm documents. The firm also discloses that it may receive portions of fees from other money managers it selects, generally does not vote client proxies, and relies on custodial statements rather than issuing firm‑prepared periodic account reports.

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.