MG Financial Management, LLC

Overview

MG Financial Management, LLC is an independent, individual-owned advisory firm organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, with core services centered on financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-assets model with hourly billing for certain services. The adviser is not registered as a multi-state or newly formed adviser, does not act as a capital allocator, and does not present itself as an active ESG investor. The firm lists an affiliation with an insurance company, consistent with the use of insurance products in client solutions.

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Location & Offices