Our Firm
MG Financial is an independently owned and operated wealth management firm based in Braintree, Massachusetts. Established in 1996, the firm combines its asset allocation and manager selection skills with comprehensive wealth management solutions including financial planning, tax and estate planning, and trust services.
Our Vision
Our vision is to build an enduring firm that empowers our clients to flourish in every aspect of their lives.
We partner with our clients to solve their most critical, complex, and sensitive financial needs so they can pursue their passions.
Our team members are encouraged and supported to cultivate their interests and capabilities and understand their impact on our clients’ lives.
We are the standard of excellence and the home for self-made wealth and those in transitional life events.
Our Brand
Our logo, the simplified wheel of a classic 1936 MG roadster, represents what we have always maintained at the core or “hub” of our team’s focus: your needs and objectives.
In working with you and your family over the long term, we build each “spoke” of your financial plan in an objective and expert manner, using a team approach internally and externally, and coordinating with outside professionals as appropriate for your situation.
The spokes represent various aspects of your financial plan such as asset allocation, manager selection, tax planning, estate planning, financing, cash flow management, insurance needs, and philanthropic objectives.
MG Financial develops, implements, monitors, and adjusts comprehensive strategies, creating the “rim” of the wheel which ties all the elements together and allows you to smoothly travel down the path of your financial future.
You receive the special care, attention, and resources needed to grow and protect your substantial wealth.
Our Values
We believe trust is a fundamental component of all relationships. Our values and beliefs drive all investment recommendations and wealth management solutions.
Integrity
Acting with absolute honesty when working with clients, advisors, and employees. As a true fiduciary, MG Financial always acts in the best interest of our clients.
*Gladiola: Honor, strength of character
Excellence
Bringing the highest level of professional service to our clients, outside managers, professionals, and vendors. We provide advice tailored to your specific needs.
*Amaryllis: Hard-won success
Teamwork
Fostering a culture of learning and teamwork that motivates, inspires, and brings out the best in our team. We believe that our clients benefit from all of our collective expertise, knowledge, and experience.
*Black-Eyed Susan: Encouragement and motivation
Long-Term Outlook
While working with you to address any short-term needs, our outlook is always to develop long-term, durable strategies that can withstand changing tax laws and varying economic environments.
*Bamboo: Strength, flexibility, and growth
