MG Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MG Financial Services provides discretionary portfolio management and general investment advice to individual investors and other client types, including trusts, estates, retirement accounts, and business entities. In addition to investment services, the firm offers tax preparation and accounting services as part of its practice.
The firm's investment approach emphasizes a dividend-growth, buy-and-hold strategy, typically investing in industry-leading companies with histories of raising dividends and holding portfolios of more than 20 equity positions across domestic and foreign issuers. Selection and monitoring rely on fundamental analysis and third‑party data—credit ratings, payout ratios, debt-to-equity, free cash flow, earnings and dividend growth metrics—along with valuation software.
Noteworthy for an independent advisory of this size, the adviser is a licensed accountant and dedicates significant time to tax and accounting work, which the brochure indicates is integrated with client service. The firm also provides annual reports focused on dividend growth, yield on cost and estimated dividend income, and discloses that it does not aggregate trades, meaning client trades may be executed separately.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Main office
Finskburg MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Granata, Michael E. · Mg Financial Services
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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