MC Financial Services, Inc.

Overview

MC Financial Services, Inc. is an independent registered investment adviser operating as a corporation that serves individual and family clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, and pension consulting—with insurance brokerage and other financial product sales. Its fee model is mixed: percentage of assets under management, hourly engagements and fixed fees, which supports both ongoing advisory relationships and project-based work. Investment activity tilts strongly toward publicly traded equities. The firm reports a clear preference for exchange‑traded equities as its primary implementation vehicle, and it maintains largely non‑discretionary client relationships, meaning clients retain final investment decision authority in most cases. MC Financial Services is not positioned as a capital allocator to outside managers at scale and does not identify as an active ESG investor.

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Public Holdings

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Location & Offices