MSM Advisory, LLC

Overview

MSM Advisory, LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm combines traditional financial planning and portfolio management for individuals and small businesses with insurance brokerage and other financial product distribution. Advisory work emphasizes client-directed relationships: the firm reports that its assets are managed on a non-discretionary basis, which indicates advisers provide recommendations and planning while clients retain final trading authority. Investment activity shows a conservative tilt in liquid holdings alongside use of pooled vehicles and third‑party alternatives. The firm runs educational seminars and workshops as part of its client engagement, and charges fees through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements—an approach that fits a small, relationship-driven practice where clients receive both planning and product solutions.

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Location & Offices