How does the advisor help clients – Key Takeaways:
MP Financial Services, LLC is a financial advisory firm that specializes in providing clients with expert financial advice and guidance. The firm has a team of experienced advisors who are dedicated to helping clients achieve their financial goals and objectives.
- MP Financial Services, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management.
- The firm caters to a diverse range of clients, including individuals, families, and small businesses.
- MP Financial Services, LLC is a fee-only firm, meaning that they do not receive commissions or incentives for recommending certain products or services. This ensures that their advice is unbiased and in the best interest of their clients.
Facts and Insights
As of June 2021, MP Financial Services, LLC has over $500 million in assets under management and employs a team of 10 experienced advisors. The firm has been in business for 15 years and has a proven track record of delivering successful financial outcomes for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MP Financial Services, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management: The firm helps clients create and manage investment portfolios that align with their financial goals and risk tolerance.
- Retirement Planning: The advisors at MP Financial Services, LLC assist clients in developing retirement plans that ensure a comfortable and financially secure future.
- Tax Planning: The firm helps clients minimize their tax liability and maximize their tax savings through strategic tax planning strategies.
- Estate Planning: The advisors work with clients to develop comprehensive estate plans to protect their assets and provide for their loved ones in the future.
- Risk Management: MP Financial Services, LLC helps clients identify and manage potential financial risks to protect their wealth and assets.
Client Types
The firm caters to a diverse range of clients, including:
- Individuals and families looking to grow and protect their wealth.
- Small business owners seeking to optimize their finances and plan for the future.
- Retirees looking to make the most of their retirement savings.
- High-net-worth individuals with complex financial needs.
Fees & Compensation
MP Financial Services, LLC is a fee-only firm, meaning that they do not receive commissions or incentives for recommending certain products or services. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
MP Financial Services, LLC was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John’s mission was to provide personalized and comprehensive financial planning services to help clients achieve their financial goals. Today, the firm continues to uphold this mission and has helped numerous clients reach financial success.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), MP Financial Services, LLC has a fiduciary duty to act in their clients’ best interests. This means that they must always put their clients’ interests above their own and disclose any potential conflicts of interest. Clients can view the firm’s Form ADV, which provides important information about their services, fees, and potential conflicts of interest.