A complete list of active advisors currently associated with MJC Financial Fitness LLC

Warmer can help you find a great advisor at MJC Financial Fitness LLC or one who fits your needs even better.

MJC Financial Fitness serves individual clients by combining ongoing comprehensive financial planning with discretionary investment management, and also offers project‑based financial coaching and hourly planning engagements. The firm’s planning work covers areas such as net worth, cash flow, insurance, employee benefits, retirement, college savings, and estate planning and integrates investment management into its holistic service. The firm develops client‑specific investment policies and manages portfolios using both in‑house model allocations and third‑party outside managers accessed through platform providers. Model portfolios may include liquid‑alternative strategies, including managed‑futures exchange‑traded funds, and accounts are reviewed at least quarterly with scheduled meetings and follow‑ups as needed. Noteworthy for a small, independent adviser, MJC Financial Fitness does not require a minimum account or relationship size and uses multiple custodial platforms, including a wrap‑program option through Betterment Advisor Solutions as well as Schwab and Altruist. The firm also accepts client referrals from solicitors (including online referral services) and offers fixed‑fee coaching packages alongside ongoing advisory relationships.

To learn more about the advisors currently working at MJC Financial Fitness LLC, 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.

Name
Location
Years of experience
Michael Chrisler profile photo Michael Chrisler
Chicago, IL
17
Warmer team member

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