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

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

The firm provides discretionary portfolio management for individuals (including both high‑net‑worth and non‑HNW clients) and a range of institutional and fiduciary clients such as pension/profit‑sharing plans, Taft‑Hartley plans, trusts, estates, and charitable organizations. Clients engage the firm under investment advisory agreements and the firm arranges trade execution and custody through an introducing broker‑dealer and an affiliated clearing broker. Investment management emphasizes U.S. small‑ to mid‑capitalization equity strategies implemented with a research‑oriented, top‑down process that combines technical and fundamental analysis; the firm will include large‑cap equities and fixed income in balanced mandates and may use exchange‑traded products for hedging. The firm permits margin borrowing in managed accounts and treats any resulting debit balances as part of the managed assets, with those balances included in fee calculations as disclosed in its advisory agreement. The firm is small and owner‑centric, with the sole owner holding multiple senior roles and only two registered professionals supporting the business, which concentrates decision‑making and supervision. Its ADV discloses prior regulatory and dispute matters — including a past FINRA matter and an arbitration award — and a recent state registration lapse that was subsequently remedied; these disclosure events are described in the brochure.

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