Mpm Wealth Advisors logo

Mpm Wealth Advisors

Updated today

Client AUM

$984,352,498

Clients

1,094

Advisors

15

across 10 offices

About

MPM Wealth Advisors provides investment advisory and financial planning services to individual clients (including high‑net‑worth individuals), pension and employee benefit plans, trusts, and other entities. The firm offers managed account programs, model portfolios, consulting, ERISA and retirement plan services, and third‑party manager referrals, and reports approximately $1.04 billion in assets under management across its advisory relationships.

The firm’s investment approach emphasizes diversified portfolios built primarily from low‑expense mutual funds, ETFs, and similar pooled vehicles, with client Suitability Profiles and assigned risk profiles guiding portfolio construction and rebalancing. MPM also maintains an in‑house Model Manager that prepares model portfolios and periodic reports; those model results are presented as back‑tested or hypothetical performance and participation in some model offerings is limited to clients who meet institutional or sophistication criteria.

Compared with many multi‑team advisers, MPM reports a larger share of non‑discretionary assets (roughly $595 million non‑discretionary versus $444 million discretionary), reflecting substantial use of client‑approved trade authority and held‑away arrangements. The firm’s disclosures also highlight features that are less common among peers: the use of back‑tested/hypothetical model performance in reporting, presentation of predecessor performance and testimonial material in marketing, co‑branding by Representatives who maintain DBAs, and use of third‑party held‑away platforms to aggregate client accounts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Model portfolio provider

Expertise

General retirement planning ESG / Sustainable investing

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Fixed fees up to $15,000 or more, negotiated client-by-client, minimum $1,000,000 account size required for flat fee

Percentage

$0+: up to 1.50% annually (maximum rate) $1,000,000+: negotiable flat fee arrangement up to 1.50% annually

Project-based

$100 to $400 per hour

Other

Account minimum: $1,000,000 for Flat Fee arrangement; otherwise, 0

Main office

See office

7429 International Drive, Suite A

Holland OH 43528-8623

Advisors at this office

6

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin · Wyoming

Also doing business as

Modern Portfolio Management Inc · Modern Portfolio Managemnt Inc · Mpm Wealth Advisors · Mpm Wealth Advisors Inc. · Mpm Wealth Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bahiya F

Series 63, Series 65

Dearborn, MI

Mpm Wealth Advisors

Bahiya Fawaz is a financial advisor at Mpm Wealth Advisors with 16 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Mpm Wealth Advisors since 2004 and operates a CPA firm, Alpha Tax Accounting and Tax Service, providing tax and advisory services. Mpm Wealth Advisors offers investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios constructed with low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Steven B

Series 63, Series 65

Southfield, MI

Mpm Wealth Advisors

Steven Bernier is a financial advisor with MPM Wealth Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments from 2020. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, offering investment advisory and financial planning services. The firm emphasizes diversified portfolios built mainly from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Gabriel T

CFA®, Series 63

West Lake Hills, TX

Mpm Wealth Advisors

Gabriel Thornhill IV is a CFA® charterholder with 20 years of experience in the financial industry. He has been with MPM Wealth Advisors since 2015 and holds a Series 63 license. Thornhill serves as a board member for Austin Trust Company. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios mainly constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Erin B

Series 63, Series 65

Lancaster, OH

Mpm Wealth Advisors

Erin Barnhart is a financial advisor with MPM Wealth Advisors in Lancaster, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with MPM Wealth Advisors since 2004. Outside of her advisory role, Barnhart coaches swimming at Ohio State University. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm focuses on diversified portfolios using low-expense mutual funds and ETFs, guided by client risk profiles, and employs both discretionary and non-discretionary account management strategies.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Matthew L

CFP®, PFS™, Series 65

Grand Rapids, MI

Mpm Wealth Advisors

Matthew Leskovar is a CFP®, PFS™, and Series 65 licensed advisor with 13 years of industry experience. He is currently affiliated with MPM Wealth Advisors and is the owner of Leskovar Financial, where he provides tax and accounting services. His prior work includes roles at Doeren Mayhew and Beene Garter, LLP. MPM Wealth Advisors offers investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm manages over $1 billion in assets, emphasizing diversified portfolios primarily composed of low-expense mutual funds and ETFs, with investment strategies guided by client suitability and risk profiles.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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James H

Series 65

Holland, OH

Mpm Wealth Advisors

James Huntington is a Series 65-licensed advisor with MPM Wealth Advisors, Inc., bringing 23 years of industry experience. He has been with MPM Wealth Advisors since 1997 and also owns and operates OBS Insurance, where he serves as an insurance agent. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm’s investment approach focuses on diversified portfolios using low-expense mutual funds and ETFs, with client suitability and risk profiles guiding portfolio construction and rebalancing.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Glenn S

Series 65

Crossville, TN

Mpm Wealth Advisors

Glenn Seabolt is a Series 65 licensed advisor with MPM Wealth Advisors, based in Crossville, TN, and has 20 years of industry experience. He has been with Modern Portfolio Management since 2005. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages over $1 billion in assets.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Darrin C

Series 63, Series 65

Holland, OH

Mpm Wealth Advisors

Darrin Critchet is a financial advisor with MPM Wealth Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with MPM Wealth Advisors since 2014. Outside of advising, Critchet owns and operates Black Swamp Distillery and is a part owner of Ernest Searano Distillery, actively participating in their operations. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Chelsea H

CFP®, Series 65

Chicago, IL

Mpm Wealth Advisors

Chelsea Heintschel is a Certified Financial Planner® with 11 years of experience, currently serving with MPM Wealth Advisors in Chicago, IL. She has been with MPM Wealth Advisors since 2015. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily made up of low-expense mutual funds and ETFs, using client suitability and risk profiles to guide portfolio construction and rebalancing.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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George D

Series 66

Holland, OH

Mpm Wealth Advisors

George Damasco III is a financial advisor with MPM Wealth Advisors in Holland, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with MPM Wealth Advisors since 2008. Outside of advising, he is involved in several business ventures including ownership interests in party rental services, family-owned Marcos Pizza franchises, and agricultural holdings. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, and trusts. The firm manages approximately $1.04 billion in assets, emphasizing diversified portfolios constructed from low-expense mutual funds and ETFs, with client suitability and risk profiles guiding portfolio management.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Ryan S

CFP®, Series 66

Holland, OH

Mpm Wealth Advisors

Ryan Stoller is a CFP® with five years of industry experience, currently serving as an advisor at MPM Wealth Advisors. His prior experience includes roles at SJS Investment Services and Gateway Wealth Partners, LLC, as well as operating a financial coaching business. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, tailoring strategies to client suitability and risk profiles.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Bryan O

Series 63, Series 65

Holland, OH

Mpm Wealth Advisors

Bryan Ohm is a financial advisor at MPM Wealth Advisors with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPM Wealth Advisors since 1995. Outside of his advisory work, he is a licensed independent insurance agent and holds ownership interests in several business ventures, including WS Series IX LLC and Creating Equity LLC. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing approximately $1.04 billion in assets. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and utilizes both discretionary and non-discretionary strategies in its investment approach.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Sean S

Series 63, Series 65

Holland, OH

Mpm Wealth Advisors

Sean Shinaberry is a financial advisor at MPM Wealth Advisors in Holland, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at MPM Wealth Advisors since 2002. Outside of advisory work, he has ownership interests in a pizza franchise investment and manages several rental property businesses. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and offers a range of investment advisory and financial planning services.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Stephen M

CFP®, Series 66

Miramar Beach, FL

Mpm Wealth Advisors

Stephen Myler is a CFP® with 24 years of industry experience, currently serving at MPM Wealth Advisors. He has operated Myler Financial, a comprehensive financial planning service, since 2010 and has also worked with Zeiders Enterprises as a Military Family Readiness Counselor, providing financial readiness counseling to military families. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm emphasizes diversified portfolios constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and combines discretionary and non-discretionary management approaches.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Craig H

Series 63, Series 65

Naples, FL

Mpm Wealth Advisors

Craig Huntington is a financial advisor at MPM Wealth Advisors with 13 years of industry experience. He held a position at SJS Investment Consulting, Inc. for 10 years before joining MPM Wealth Advisors in 2022. Huntington holds Series 63 and Series 65 licenses. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm focuses on diversified portfolios using low-expense mutual funds, ETFs, and similar vehicles, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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