Liverpool, NY Office
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MPM Advisors Group LLC
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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.
Based on MPM Advisors Group LLC
Expertise
Based on MPM Advisors Group LLC
Location
1101 Fern Hollow Drive
Liverpool NY 13088
Advisors at this office
2
Advisors at this office
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 16 years of industry experience. His prior experience includes roles at IBN Financial Services, Inc., Lifemark Securities Corp., and independent insurance agency work. Outside of advising, he is an owner and partner in a tax preparation business, MPM Tax Pros. MPM Advisors Group LLC offers discretionary investment management and comprehensive financial planning services to individuals, retirement plans, and corporate clients. The firm focuses on passive investment strategies using index funds and ETFs, emphasizes asset allocation and rebalancing, and provides educational seminars and client communications.
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