M
MG Financial Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,514,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
41
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
41
HighAverage account size
$719,854
About
MG Financial Management is an independent, single-advisor registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, and charitable organizations. The firm constructs individualized portfolios using marketable securities such as exchange‑traded funds, stocks, and bonds, and permits clients to impose written investment restrictions.
The firm emphasizes a technical‑analysis approach to portfolio management, tailoring allocations to each client’s objectives, time horizon, and risk tolerance and implementing trades under discretionary authority. Accounts are reviewed monthly and the adviser seeks at least annual meetings while also triggering reviews for significant life or market events.
A notable distinction is that the adviser also operates as an independent insurance agent and may recommend insurance products, including fixed annuities, a relationship disclosed in the brochure and subject to policies intended to address conflicts of interest. The firm’s client mix includes charitable organizations—an uncommon client type for similar solo independent advisers—and it maintains a custodial relationship that supports direct fee deductions from client accounts.
Client services
Financial planning
Portfolio management
Fee options
1.00% annually
$100 per hour for financial planning services
Account minimum: $25,000
Main office location
MG Financial Management, LLC
118 Wood Street
Doylestown PA 18901, United States
Number of offices
1
Most active in
MG Financial Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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