We put our clients first. We take our fiduciary responsibility seriously, and that means that nothing—not a difficult conversation, an unanticipated event, or a rocky patch in the market—will throw us off course.

MPM is a group of professionals with distinct strengths, experiences, and areas of expertise. Together, we’re more than the sum of our parts. We leverage each other’s talents to create a cohesive team that’s more robust and effective than any of us would be on our own. Our holistic approach produces positive outcomes for our clients, from the seamless way we run our office to our advisory team approach to serving our clients.

We understand that managing wealth can be overwhelming, but we're here to make it easy for you. No detail is too small. When it comes to your money, especially as you near retirement, mistakes can be very hard to overcome. But smart moves can make dreams come true. That’s why we’re consistent and disciplined when it comes to research and investing, we explain everything in plain language and answer any questions you have, so you can feel informed and empowered.

We understand that managing your wealth is a big responsibility—and one we take very seriously. We know how hard you've worked to get where you are. You can trust us to do what we say we're going to do and uphold the confidence you've placed in us.