MVK Financial Planning, LLC

Overview

MVK Financial Planning, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines fee-based advisory arrangements — including percentage-of-assets, hourly and fixed fees — with a model that leaves most client assets under client control: the majority of assets are managed on a non-discretionary basis. MVK does not identify as an active ESG investor and it does not present itself as a multi-state or pension consultant adviser. Investment activity centers on public funds and mutual funds as core portfolio building blocks, while the firm supplements client portfolios with third-party alternative fund managers and selected insurance products for income and planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices