A complete list of active advisors currently associated with Mg Financial, Inc.

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

MG Financial, Inc. is an independent registered investment adviser that provides personalized financial planning and the selection and monitoring of third‑party money managers for individuals, trusts, estates, charitable organizations, and business entities. The firm reports roughly $63.1 million in assets under management and delivers planning engagements that include implementation coordination and reviews of estate, tax, and business documents. The firm operates on a non‑discretionary basis and does not accept discretionary authority, so clients approve transactions before they are executed. Rather than conducting in‑house quantitative or qualitative analysis of individual securities, MG Financial relies on model portfolios and investment programs provided by SEI Investments and recommends SEI as its primary third‑party money manager and custodian, while periodically monitoring those managers for consistency with client objectives. Compared with most solo independent advisers, MG Financial is notable for having essentially all AUM managed on a non‑discretionary basis and for not providing direct portfolio management for individual accounts, instead focusing on planning and manager selection. The firm’s principal holds CFP certification and emphasizes documented plans, written invoices, and coordination with other professionals as core elements of the service model.

To learn more about the advisors currently working at Mg Financial, 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.