A complete list of active advisors currently associated with MG Financial Services

Warmer can help you find a great advisor at MG Financial Services or one who fits your needs even better.

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.

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