MG FINANCIAL MANAGEMENT, LLC

Overview

MG Financial Management, LLC is a small independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates with a fee model that combines a percentage of assets under management and hourly planning charges, indicating a hybrid advisory relationship where ongoing portfolio oversight is paired with discrete planning engagements. The adviser reports a conservative asset profile: cash and cash equivalents are the single largest allocation within managed assets, suggesting a client base that prioritizes liquidity or short-term capital preservation alongside customized planning. The firm does not position itself as an active ESG investor, does not act as a capital allocator to third-party managers, and is not structured as a multi-state or newly formed adviser. MG Financial Management, LLC lists an insurance company affiliation, which aligns with its use of insurance products in client strategies.

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Location & Offices