MPM Advisors Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm develops client-specific investment policies and offers written financial plans and educational seminars as part of its services.
MPM primarily practices passive investment management, building portfolios from index mutual funds and ETFs with an emphasis on asset allocation and periodic rebalancing, and it may employ Independent Managers for specific mandates. The firm conducts quarterly reviews, maintains discretionary authority for managed accounts, and implements trades on an individual-account basis rather than block trading.
Noteworthy features in the brochure include the firm’s practice of issuing periodic client communications and educational materials (including seminars and on‑request written reports and annual privacy notices), an arrangement that is less common among peers. Ownership and staff also act as licensed insurance agents and a principal devotes substantial time (about 60 hours per month) to a separate tax‑preparation business, creating service intersections clients may want to consider.
Client services
Expertise
Fee options
1.40% annually
Main office
1101 Fern Hollow Drive
Liverpool NY 13088
Advisors at this office
2
Most active in
Florida · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mark M
Series 63, Series 65
Liverpool, NY
MPM Advisors Group LLC
Mark Mahshie is a financial advisor at MPM Advisors Group LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for nearly four decades and IBN Financial before joining MPM Advisors Group. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment management using index mutual funds and ETFs, focusing on asset allocation and periodic rebalancing, and offers client-specific investment policies and educational seminars.
John M
Series 63, Series 65
Liverpool, NY
MPM Advisors Group LLC
John Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. for 14 years and has been an independent insurance agent and associated with Lifemark Securities Corp. since 2010. Outside of advisory services, he is an owner and partner of MPM Tax Pros, a tax preparation business. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment strategies using index mutual funds and ETFs, offers educational seminars, and maintains regular client communications.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)