MBE Wealth Management, LLC

MBE Wealth Management, LLC provides advisory services to a broad client base that includes individuals (including high‑net‑worth clients), trusts, estates, businesses, retirement plans and financial institutions. The firm offers financial planning, discretionary and non‑discretionary investment management, retirement plan fiduciary services, and consulting to brokerage customers.

MBE Wealth typically builds diversified, long‑term oriented portfolios using low‑cost mutual funds and ETFs, while also employing individual securities, independent managers and “held‑away” products (for example, annuities and employer‑sponsored plans) where appropriate. The firm uses fundamental and technical analysis in its research, maintains continuous monitoring of accounts, and operates a wrap‑fee program that bundles transaction, custody and administrative costs while maintaining institutional custody relationships with Schwab and Altruist.

MBE Wealth manages roughly $859.6 million for about 2,458 clients supported by ten advisors, which results in an unusually high client load per advisor for a team of its size and an atypically broad office footprint (eight offices). The firm is affiliated with MBE CPAs LLP, sponsors a wrap fee program, provides consulting arrangements with Mutual Securities, and also operates as a licensed insurance agency — relationships and service lines the brochure discloses as creating potential conflicts that are managed through the firm’s policies.