A complete list of active advisors currently associated with MTM Financial Group, LLC

Warmer can help you find a great advisor at MTM Financial Group, LLC or one who fits your needs even better.

MTM Financial Group is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and nonprofit endowments. The firm reports roughly $772 million in assets under management and delivers ongoing investment supervisory services and implementation support. The firm documents an individual Investment Policy Strategy for each client, records risk tolerance and typically seeks discretionary authority to execute trades and rebalance portfolios. MTM’s investment process uses a mix of charting, fundamental, technical and cyclical analysis and applies both long‑ and short‑term trading across a broad set of securities, including mutual funds, ETFs, structured notes and private placements. MTM provides a monthly client newsletter and maintains regular broadcast programming as part of its educational outreach, which the brochure presents as complimentary to clients. The firm also discloses that some advisors are registered representatives of a broker‑dealer and may receive commissions for certain product sales; it states those potential conflicts are documented in client files and that clients may choose to purchase recommended products through other brokers.

To learn more about the advisors currently working at MTM Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Belcak	Bethlehem, PA	22
Gene Dickison	Bethlehem, PA	42
Gregory Grillo	Bethlehem, PA	29
Gavin Kirsch	Bethlehem, PA	0
Daryl Okken	Bethlehem, PA	16
Chad Rupprecht	Bethlehem, PA	6
Jonathan Weimer	Bethlehem, PA	11
Alyssa Young	Bethlehem, PA	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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