MG Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,514,000
Clients
41
Advisors
1
of 1 employees
About
MG Financial Management is an independent, single-advisor registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, and charitable organizations. The firm constructs individualized portfolios using marketable securities such as exchange‑traded funds, stocks, and bonds, and permits clients to impose written investment restrictions.
The firm emphasizes a technical‑analysis approach to portfolio management, tailoring allocations to each client’s objectives, time horizon, and risk tolerance and implementing trades under discretionary authority. Accounts are reviewed monthly and the adviser seeks at least annual meetings while also triggering reviews for significant life or market events.
A notable distinction is that the adviser also operates as an independent insurance agent and may recommend insurance products, including fixed annuities, a relationship disclosed in the brochure and subject to policies intended to address conflicts of interest. The firm’s client mix includes charitable organizations—an uncommon client type for similar solo independent advisers—and it maintains a custodial relationship that supports direct fee deductions from client accounts.
Client services
Expertise
Fee options
1.00% annually
$100 per hour for financial planning services
Account minimum: $25,000
Main office
118 Wood Street
Doylestown PA 18901
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Guarracino, Michael J. · Mg Financial Management, 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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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