Expert advice, personalized service, and
durable solutions.
Fiduciaries of Your Wealth
MG Financial was founded in 1996 by Mary E. Gilligan, Esq., to serve high-net-worth individuals, their families, and private foundations. At MG Financial, we have always put our clients first. By remaining true to our core principles, we have built a firm that consistently provides unbiased financial counsel, comprehensive wealth planning, and valuable investment management solutions.
More Than 40 Years of Experience
Our team takes a fiduciary approach to all aspects of wealth planning. We strive to bring the best solutions, not only to meet your needs but to simplify your life, freeing you to fully focus on what is most important to you and your family.
Managing Complexity
MG Financial manages the full spectrum of complex wealth management needs. Our services include investment management, financial planning, tax planning, estate planning, philanthropic strategies, corporate compensation management, and trust services.
