MWM ADVISORY GROUP, LLC

Overview

MWM Advisory Group, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, with a core focus on financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, and lists formal affiliations with accountants, law firms, and insurance companies. Fees are charged via a mix of assets-under-management, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and reports its advisory activity as concentrated rather than multi-state or pension consulting.

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Public Holdings

Investments & Alternatives

Location & Offices