Grand Rapids, MI Office

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.