MH WEALTH MANAGEMENT

Overview

MH Wealth Management operates as a small, planning-focused advisory firm that concentrates on delivering financial planning services rather than running a traditional asset-management business. The firm uses a client-fee model made up of hourly and fixed fees, which aligns with a service set focused on advice, plan construction, and referrals rather than ongoing discretionary portfolio management. MH Wealth Management is structured as a limited liability company and is individually owned, which typically points to a compact team and a hands-on owner/operator model. The firm does not position itself as an ESG investor and is not identified as a multi-state or pension consultant adviser. Given the fee structure and business activities, MH Wealth Management looks to coordinate client strategies and bring in third-party investment managers where appropriate, rather than acting as a large capital allocator on its own.

Assets & Accounts

Investments & Alternatives

Location & Offices