Retire right.
Toledo's retirement planning advisor for families who want to plan, invest, thrive.
Fee-based, fiduciary planning for the years before, during, and after retirement.
Plan. Invest. Thrive.
How it works
For 30 years, MPM has helped Toledo families retire right — in three simple steps.
Plan
A coordinated retirement, investment, and tax plan built around your goals — and one that evolves along with you.
Invest
Disciplined, fiduciary investment management that puts your plan into action and keeps your portfolio aligned as markets and life shift.
Thrive
Fully enjoy retirement with a strategy you understand and a team you trust to stand by your side through it all.
Fee-based, fiduciary
Clear, transparent fees.
Multigenerational
Over half of our clients have been with us for 20 years or more.
A team approach
You are supported by a team of specialized experts.
Total wealth management
Financial planning and investment management.
Who we work with
If you're 5–10 years from retirement, recently retired, sitting on a 401(k) you've been meaning to consolidate, or stewarding a family through a transition, you are exactly who we serve.
Pre-Retirees
Five to ten years from leaving work, ready for a real plan that coordinates investments, taxes, and income.
Learn moreRecently Retired
Turn a lifetime of saving into a steady paycheck, with a portfolio and tax strategy built to last decades.
Learn moreProfessionals & Employees
Complex benefits made simple — 401(k), 403(b), 457(b), OPERS, STRS, pensions, and stranded accounts consolidated into one clear plan.
Learn moreBusiness Owners & Executives
Compensation, equity, taxes, and exit planning coordinated so the business and the family balance sheet move together.
Learn moreWidows & Widowers
We take the financial weight in the hardest year, then build a long-term plan you can confidently carry forward.
Learn moreEndowments & Businesses
Fiduciary, fee-based investment management for foundations, endowments, donor-advised funds, and healthcare systems.
Learn more
What we do
We coordinate every part of your financial life: retirement planning, retirement income strategy, investing for retirement, Social Security timing, tax planning, estate planning support, investment planning services, insurance, and charitable giving.
If you're searching for a retirement advisor, a retirement planning financial advisor, a financial planner for retirement, or a retirement tax planning advisor near you, the underlying job is the same: coordinating the moving parts so you can retire right.
See all servicesFrequently asked questions
- A relaxed 15-minute call — by phone, video, or in our Holland office. You tell us what's on your mind. We listen, answer questions, and tell you whether we're a good fit. No paperwork, no presentation, no pressure.