Oak Ridge, TN Office

MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, businesses, charitable organizations and retirement plans. The firm also sponsors a wrap fee program and implements client portfolios using a mix of firm‑managed model allocations and third‑party/independent managers.

MPWM’s investment approach emphasizes a long‑term, diversified orientation informed by fundamental analysis and modern portfolio theory, with portfolios constructed from individual stocks and bonds, ETFs, mutual funds, options and other public and private investments. The firm offers multiple implementation pathways — including in‑house model portfolios, oversight of independent managers, and access to several LPL Financial program platforms (including algorithmic model strategies) — with ongoing monitoring and periodic rebalancing.

Noteworthy aspects relative to peers include MPWM’s role as the sponsor of a bundled wrap program and its close integration with LPL Financial, where many of the firm’s advisors are dually registered and may receive transition assistance and other platform benefits; the brochure discloses how those arrangements and mutual‑fund share‑class choices can create conflicts of interest. The firm also manages affiliate advisers’ custom portfolios, serves as an ERISA fiduciary for retirement plans, and reports that all assets under management are handled on a discretionary basis.