MASH FINANCIAL PLANNING

Overview

Mash Financial Planning is a small, independent RIA organized as a limited liability company and run by an individual owner. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its advisory model combines percentage-of-AUM billing with fixed fees and the firm operates as a capital allocator — arranging third‑party manager relationships when appropriate. Investment activity centers on equities exposure: exchange‑traded equities are the primary holding type and the firm appears to favor liquid, tradable instruments for core portfolios. Mash Financial Planning is not marked as an active ESG investor. The adviser also incorporates non‑traditional exposures through allocations to real estate and digital currency and uses annuities and mutual funds where client objectives dictate. The firm lists an accountant affiliation and typically custodizes assets through major retail custodians.

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Location & Offices