Mash Financial Planning

Overview

Mash Financial Planning is a small, independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm functions as a capital allocator — it manages portfolios directly and selects outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension-consulting work, and the selection of other advisers. Fees are charged as a percentage of assets under management and through fixed fees. Mash lists an industry affiliation with an accountant and is not designated as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices