MFG Private Wealth logo

MFG Private Wealth

Updated today

Client assets under management

$123,300,170

Clients

777

17% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

194

Very High

Average account size

$158,687

About

MFG Private Wealth provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages roughly $145.5 million across several hundred client relationships and offers ongoing account management as well as one-time and recurring planning engagements.

The firm’s investment approach relies on modern portfolio theory and a long-term trading horizon, documenting client goals, tax considerations, and risk tolerance in individualized Investment Policy Statements and commonly seeking discretionary authority to implement allocations. Portfolios are constructed with diversified vehicles—including mutual funds, ETFs (including precious-metal ETFs), fixed income, real estate funds, annuities, and select private placements—and the firm may allocate portions of client assets to third-party managers when appropriate.

A distinctive aspect of the firm is its affiliation with a tax preparation and advisory practice co-founded by a firm principal; that relationship is disclosed in the brochure and described as involving a limited time commitment and modest annual compensation to the principal. The brochure also discloses that several supervised persons are registered representatives of a broker-dealer and licensed insurance agents, and that the firm generally requires clients to use specific custodians, all of which are identified as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees between $500 and $250,000 for financial planning and pension consulting plans.

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Commissions

Commissions accepted for sale of investment and insurance products by registered representatives and insurance agents affiliated with the firm; commissions are not the primary source of advisory compensation.

Project-based

Hourly fees between $200 and $500 for financial planning and pension consulting services.

Other

Fee-only: Fixed fees between $500 and $250,000 for financial planning and pension consulting plans.

Main office location

MFG Private Wealth

4600 J Barry Court, Suite 410

Canonsburg PA 15317, United States

Number of offices

1

Most active in

Pennsylvania · 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

Ean L

Series 65

Canonsburg, PA

MFG Private Wealth

Ean Livingood is a financial advisor with MFG Private Wealth holding a Series 65 designation and no prior industry experience. His work history includes roles at Lowe's Home Centers, PLS Logistics Services, and U-Haul Company of Pennsylvania, as well as operating Livingood's Services LLC. MFG Private Wealth serves individual and high-net-worth clients, as well as pension and retirement plans, providing portfolio management, financial planning, and pension consulting. The firm employs a long-term investment approach guided by Modern Portfolio Theory and uses a variety of investment instruments while conducting regular portfolio reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner
user avatar

Mary Grace M

ChFC®, Series 63, Series 65

Canonsburg, PA

MFG Private Wealth

Mary Grace Musuneggi is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including prior roles at MFG Private Wealth, Grove Point Advisors, LLC, and Grove Point Investments, LLC. She is also the author of Single Steps Strategies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner
user avatar

Christine M

Series 63, Series 66

Canonsburg, PA

MFG Private Wealth

Christine Musuneggi is a financial advisor at MFG Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Grove Point Advisors, LLC, The Musuneggi Financial Group, LLC, and LPL Financial. Musuneggi serves on the NSS Life Advisory Board, a nonprofit committee in Canonsburg, PA. MFG Private Wealth serves individual and high-net-worth clients as well as pension and retirement plans, providing portfolio management, financial planning, and pension consulting. The firm uses a long-term, Modern Portfolio Theory-based approach and offers both discretionary and non-discretionary services, often employing mutual funds, ETFs, fixed income, and other instruments to implement client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner
user avatar

Christopher M

Series 63, Series 65

Canonsburg, PA

MFG Private Wealth

Christopher Musuneggi is a financial advisor at MFG Private Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Advisors and The Musuneggi Financial Group. Outside of advisory roles, he is a co-owner of MFG Tax Services, a tax preparation and accounting business. MFG Private Wealth serves individual and high-net-worth clients as well as pension and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a long-term investment approach guided by Modern Portfolio Theory and maintains an affiliated tax-preparation business.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner
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