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 provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and nonprofit endowment plans; the eight‑advisor team manages approximately $771.6 million for about 3,273 clients and typically documents client risk tolerances and Investment Policy Strategies. The firm also distributes a monthly client newsletter, More than Money, at no charge. MTM develops client‑specific investment strategies and usually operates with discretionary trading authority, reviewing accounts at least quarterly and offering financial plans on fixed‑fee or hourly bases. Its investment methods include charting, fundamental, technical and cyclical analysis, and the firm employs both long‑term and short‑term trading strategies. A firm principal is registered as a representative of The Strategic Financial Alliance and the brochure discloses that registered representatives may receive commissions for product sales, a conflict of interest MTM documents and informs clients about while noting clients may purchase recommended products elsewhere. MTM’s regular public outreach — including a weekly TV/radio program hosted by a principal and the monthly newsletter — plus staff experience that includes accounting credentials and other industry roles, are features that set it apart from many peers.
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 |
|---|---|---|
Bethlehem, PA
| 21
| |
Bethlehem, PA
| 41
| |
Bethlehem, PA
| 28
| |
Bethlehem, PA
| —
| |
Bethlehem, PA
| 16
| |
Bethlehem, PA
| 5
| |
Bethlehem, PA
| 10
| |
Bethlehem, PA
| 5
|
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