MPM Financial Corporation

Overview

MPM Financial Corporation is a small, privately owned advisory firm that serves individual and family clients with a fee model tied to assets under management. The firm provides discretionary portfolio management for individuals and small businesses, consults on pension matters, and performs selection-of-other-advisers work when clients need access to outside managers. MPM Financial Corporation also operates as an insurance broker, so insurance solutions are part of its service mix alongside investment management. Investment activity centers on pooled public funds and third-party manager relationships rather than direct-stock concentration. The firm acts as a capital allocator—deploying client capital into mutual funds and externally managed real estate strategies—while retaining discretionary control over client accounts. MPM Financial Corporation does not position itself as an active ESG investor and appears to operate from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices