MUSTARD SEED FINANCIAL

Overview

Mustard Seed Financial is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm combines financial planning and portfolio management with insurance brokerage services, and it provides pension consulting and adviser selection for clients who need access to outside managers. Asset allocation tilts toward publicly traded equities, with a meaningful minority of client portfolios routed to third‑party alternative managers for private market exposure. Investment approach appears pragmatic and fee‑based: model portfolios and separately managed accounts make up the bulk of invested assets, with discretionary portfolio authority covering most client relationships. The firm’s advisory work includes hourly and fixed‑fee planning alongside percentage‑of‑AUM management, allowing it to blend ongoing investment oversight with one‑off planning and insurance placement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices