MFG Wealth Management, Inc. logo

MFG Wealth Management, Inc.

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Client assets under management

$130,603,449

Clients

324

9% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

108

Very High

Average account size

$403,097

About

MFG Wealth Management serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations, small businesses and retirement plans, providing discretionary portfolio management and financial planning services. The firm manages client assets on a percentage‑of‑AUM basis and also offers estate, business and family financial planning and the selection and monitoring of outside money managers.

The firm employs an active portfolio management approach that combines fundamental and technical analysis, in‑depth market and index analysis, and a structured sell discipline to manage several distinct portfolio strategies. Accounts are managed on a discretionary basis, with the adviser group using technology and Schwab custody and trading services to implement and monitor portfolios.

Compared with many peers, the firm discloses that one or more members of the advisory team sell insurance products for sales commissions and report dedicating a small portion of their time (about 10%) to those activities, creating a potential conflict of interest the firm documents. The firm also discloses that it may receive portions of fees from other money managers it selects, generally does not vote client proxies, and relies on custodial statements rather than issuing firm‑prepared periodic account reports.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Business ownership considerations General tax planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees from $400 to $10,000 depending on complexity

Percentage

$0 - $100,000: 1.50% $100,000 - $500,000: 1.25% $500,000+: 1.00%

Commissions

Insurance products sales commissions

Project-based

Up to $400 per hour for financial planning consultations

Subscriptions

Annual retainer fees from $600 to $10,000, paid quarterly

Other

Account minimum: $50,000 Fee-only: Financial planning fixed fees range from $400 to $10,000 depending on complexity; hourly fees up to $400; annual retainer fees range from $600 to $10,000

Main office location

MFG Wealth Management, Inc.

6920 South East St, Ste E

Indianapolis IN 46227, United States

Number of offices

1

Most active in

Florida · Indiana

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

Jeffrey G

Series 65

Indianapolis, IN

MFG Wealth Management, Inc.

Jeffrey Gardner is a financial advisor at MFG Wealth Management, Inc. in Indianapolis, holding a Series 65 designation with eight years of industry experience. He has worked at MFG Wealth Management since 2017 and previously held roles at Vector Marketing and Cutco Cutlery as well as BMO Capital Markets. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm manages approximately $112 million in assets and employs an active investment approach that integrates fundamental and technical analysis, market climate assessment, and a structured sell discipline.

Active portfolio management Business ownership considerations General tax planning Founder/Business Owner
user avatar

Michael M

CFP®, ChFC®, Series 63, Series 65

Indianapolis, IN

MFG Wealth Management, Inc.

Michael McCracken is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is a principal at MFG Wealth Management, Inc. in Indianapolis, where he has been providing advisory services and financial planning since 2003. Prior to and concurrent with his current role, he has held positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. MFG Wealth Management offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with active portfolio management tailored to clients’ risk tolerance and objectives.

Active portfolio management Business ownership considerations General tax planning Founder/Business Owner
user avatar

Terri K

Series 63, Series 65

Indianapolis, IN

MFG Wealth Management, Inc.

Terri Kontney is a financial advisor with MFG Wealth Management, Inc. based in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with AIG Financial Advisors, Inc. since 2008 and has been associated with MFG Wealth Management, LLC since 2003. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm emphasizes active portfolio management combining fundamental and technical analysis with a structured sell discipline, managing approximately $112 million in client assets.

Active portfolio management Business ownership considerations General tax planning Founder/Business Owner
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