Overview

Since our founding, MG Financial has specialized in serving high net worth individuals and their families in all areas of their financial management. Our work centers on our clients, their needs and goals. We customize a long term financial strategy that will effectively meet their short and long term objectives, while remaining flexible enough to handle a client's ever changing situations.

We work with our clients to develop and implement a comprehensive financial strategy encompassing: asset allocation and manager selection; income and estate tax strategies; cash flow management; philanthropic objectives; corporate compliance; and all other areas of their financial landscape. As necessary, we coordinate all of our work with the appropriate outside professionals to achieve the best results for our clients.

Firm at a Glance

Founded:
September 1, 1996
Assets Under Advisement:
Over $1 Billion
Client Makeup:
95% Individual
5% Other
Ownership Structure:
LLC (Privately Owned)

Above as of 12.31.13