A complete list of active advisors currently associated with MMG Wealth Management

Warmer can help you find a great advisor at MMG Wealth Management or one who fits your needs even better.

MMG Wealth Management provides investment management, financial planning, and access to third‑party advisory programs for individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside project‑based and ongoing planning engagements, and it also serves as the sponsor and manager of an MMG Wealth Management Wrap Program. The firm builds client‑specific investment policies and uses asset allocation frameworks (including Modern Portfolio Theory), employing both passive and active vehicles such as stocks, bonds, mutual funds, ETFs, and select structured products. MMG commonly implements accounts through program platforms and third‑party managers (including direct American Funds advisory options and various LPL‑sponsored programs), managing portfolios on a discretionary basis with attention to risk tolerance, tax considerations, and periodic rebalancing. MMG is notable among peers for sponsoring its own wrap fee program and for advisors who maintain insurance licenses and may receive commissions on insurance sales—an affiliated activity the brochure discloses as a potential conflict of interest. As a recently formed, small advisory firm with roughly $34 million in discretionary assets and three advisors, it combines use of LPL’s program and custody platform with in‑house planning and third‑party manager access.

To learn more about the advisors currently working at MMG Wealth Management, 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.