A complete list of active advisors currently associated with MVM Advisors, LLC

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

MVM Advisors, LLC provides investment advisory services to a mix of individual clients and organizational clients, including businesses, 401(k) plans, pension and profit-sharing plans, trusts, estates and charitable organizations. Services include portfolio management on both discretionary and non‑discretionary bases, pension consulting, selection of third‑party advisers, and financial planning engagements. The firm follows a fundamental, third‑party‑fund selection approach, choosing a limited number of mutual funds, ETFs, separate account managers and other vehicles to achieve diversification across styles and instruments while emphasizing risk‑averse and complementary trading techniques. It monitors fund performance, management tenure, style drift and total return and may recommend asset allocation adjustments; for its 401(k) clients it also provides participant asset allocation recommendations free of charge. Compared with many single‑advisor independent firms, MVM combines retail-facing marketing (operating under the Right Decision Financial Planning dba and dedicated websites) with institutional work such as pension consulting and plan advisory, and it discloses an affiliated employee‑benefits and insurance consulting entity that sells annuities and insurance. The firm also notes frequent use of Interactive Brokers as a custodian (including the custodian’s daily net‑liquidation fee calculation), reflecting a mix of institutional custodial relationships and direct retail outreach that is less common among similarly sized independent advisers.

To learn more about the advisors currently working at MVM Advisors, 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.