Market Investment Group, LLC logo

Market Investment Group, LLC

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Client assets under management

$416,448,715

Clients

1,814

3% high-net worth

Advisors

6

of 33 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

302

Very High

Average account size

$229,575

About

Market Investment Group, LLC provides financial planning and portfolio management to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. In addition to discretionary portfolio management and financial planning, the firm’s associated persons are licensed to offer insurance products and the brochure discloses affiliated accounting, tax, and HR service entities that can be part of client engagements.

The firm generally manages accounts on a discretionary basis and implements asset allocation and security selection through a sub-adviser model, relying on Foundations Investment Advisors LLC and third‑party model providers (including Morningstar Investment Management and BlackRock Solutions) for portfolio construction, trading, and back‑office support. Market Investment Group documents client objectives and risk tolerances, conducts account reviews at least annually, and will apply client‑imposed restrictions in writing.

Compared with many peers, the firm’s disclosures highlight several uncommon practices: its advertising materials may include performance information (including hypothetical results), endorsements, testimonials, and third‑party ratings, and it discloses economic relationships with product sponsors that support marketing initiatives. The brochure also describes a structured, tiered service model that bundles advisory services with affiliated tax and legal offerings (Market Tax Services, LLC and an alliance with Eidelman Law Firm) and notes affiliated insurance agencies that provide commissionable insurance solutions.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning

Fee options

Fixed

Fixed fee up to $10,000 for financial planning services

Percentage

$0 - $249,999: Up to 1.50% AUM fee on accounts managed by Advisor (negotiable) $250,000 - $499,999: Up to 1.50% AUM fee on accounts managed by Advisor $500,000 - $999,999: Up to 1.25% - 1.50% AUM fee on accounts managed by Advisor $1,000,000 - $2,999,999: Up to 1.25% AUM fee on accounts managed by Advisor $3,000,000 - $4,999,999: Up to 1.00% AUM fee on accounts managed by Advisor $5,000,000+: Up to 0.50% AUM fee on accounts managed by Advisor

Commissions

Commission-based compensation earned by dually licensed insurance agents for insurance product sales

Project-based

Up to $500 per hour for financial planning services

Other

Fee-only: Financial planning fees: Up to $500 per hour or fixed fee up to $10,000

Main office location

Market Investment Group, LLC

110 East Waterman Street, Suite 150

Wichita KS 67202, United States

Number of offices

4

Most active in

Arkansas · Florida · Georgia · Kansas · Missouri · North Carolina · Oklahoma · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Danny G

Series 65

Wichita, KS

Market Investment Group, LLC

Danny Goolsby is a Series 65-licensed financial advisor with Market Investment Group, LLC in Wichita, KS, and has nine years of industry experience. He has been associated with Market Investment Group since 2025 and concurrently works with Market Advisory Group and Foundations Investment Advisors. Outside of advisory roles, Goolsby has worked as an independent insurance agent since 1985. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-adviser arrangements to manage accounts on a discretionary basis, tailoring allocations to clients’ objectives, risk tolerance, and time horizons.

General retirement planning General tax planning
user avatar

Jonathon M

Series 65

Wichita, KS

Market Investment Group, LLC

Jonathon Mc Coy is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Market Investment Group, LLC and has prior experience at Market Advisory Group and Foundations Investment Advisors, LLC. In addition to his advisory work, he operates as an independent insurance agent, offering fixed insurance, long-term care, and annuity solutions. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-adviser arrangements while supervising client relationships, rebalancing, and suitability determinations based on individual objectives and risk tolerance.

General retirement planning General tax planning
user avatar

Matthew G

Series 65

Wichita, KS

Market Investment Group, LLC

Matthew Goolsby is a financial advisor with Market Investment Group, LLC, holding a Series 65 license and six years of industry experience. He has worked at Market Investment Group since 2025 and previously at Foundations Investment Advisors LLC. Outside of his advisory role, Goolsby is involved in Market HR Services LLC, a payroll and human resources firm. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-advisers to implement client strategies, with a focus on ongoing portfolio supervision and suitability determinations.

General retirement planning General tax planning
user avatar

James H

Series 65

Wichita, KS

Market Investment Group, LLC

James Hiatt is a financial advisor at Market Investment Group, LLC in Wichita, KS, holding a Series 65 designation. He joined the firm in 2025 and has prior experience with Foundations Investment Advisors LLC and Market Advisory Group, LLC. Outside of advisory work, Hiatt is involved in commercial real estate as a sales agent with Landmark Commercial Real Estate. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-adviser arrangements to manage accounts, focusing on client objectives, risk tolerance, and time horizon across various asset classes.

General retirement planning General tax planning
user avatar

Douglas M

Series 65

Wichita, KS

Market Investment Group, LLC

Douglas Miller is a financial advisor at Market Investment Group, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Impact Technology and operates Cubic Digital, Inc., an advertising and marketing consulting business. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-adviser arrangements, managing accounts on a discretionary basis tailored to client objectives, risk tolerance, and time horizon.

General retirement planning General tax planning
user avatar

Larry K

Series 65

Wichita, KS

Market Investment Group, LLC

Larry Kloefkorn is a financial advisor at Market Investment Group, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked with several affiliated firms, including Market Medicare Advisors, Market Tax Services, Foundations Investment Advisors, and Market Advisory Group. Outside of his advisory role, Kloefkorn is involved as a co-owner in businesses offering tax planning and Medicare-related services. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-adviser arrangements to manage accounts based on client objectives, risk tolerance, and time horizon, offering integrated services including insurance and outsourced HR and payroll support through affiliated entities.

General retirement planning General tax planning
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