Holland, OH logo

Holland, OH Office

Team
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Mpm Wealth Advisors logo

Mpm Wealth Advisors

Team

Firm-wide stats for Mpm Wealth Advisors

Total advisors

15

Across 10 offices

Clients per advisor

73 High

Avg AUM per client

$899,774 Typical

HNW client ratio

31% Typical

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.

Based on Mpm Wealth Advisors

Expertise

General retirement planning ESG / Sustainable investing

Based on Mpm Wealth Advisors

Occupation focus

Founder/Business Owner Retired

Based on Mpm Wealth Advisors

Demographic focus

Approaching retirement Mid-Career Professionals

Based on Mpm Wealth Advisors

Location

7429 International Drive, Suite A

Holland OH 43528-8623

Advisors at this office

6

Advisors at this office

user avatar

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
user avatar

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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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
user avatar

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
user avatar

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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