MC2 FINANCIAL ADVISERS, INC.

Overview

MC2 Financial Advisers, Inc. is an independent registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm’s advisory services emphasize financial planning and portfolio management for individuals, small businesses and larger business or institutional clients, and it also provides pension consulting. Fee arrangements are a mix of percentage-of-assets and fixed fees. Investment activity is centered on public funds and mutual funds held through a primary custodian relationship; the firm does not present itself as a capital allocator to external alternative fund managers and is not an active ESG investor. Service delivery leans toward advisory relationships that are non‑discretionary in nature, meaning clients generally retain trading authority while the firm provides planning and portfolio recommendations. MC2 works alongside accounting professionals as part of its referral and service network, reflecting an adviser model that integrates planning, tax-aware advice and institution-style portfolio construction without a heavy tilt into private alternative strategies.

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Location & Offices