MG Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,444,422
Clients
36
0% 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
36
HighAverage account size
$179,012
About
MG Financial Services provides discretionary portfolio management and general investment advice to individual investors and other client types, including trusts, estates, retirement accounts, and business entities. In addition to investment services, the firm offers tax preparation and accounting services as part of its practice.
The firm's investment approach emphasizes a dividend-growth, buy-and-hold strategy, typically investing in industry-leading companies with histories of raising dividends and holding portfolios of more than 20 equity positions across domestic and foreign issuers. Selection and monitoring rely on fundamental analysis and third‑party data—credit ratings, payout ratios, debt-to-equity, free cash flow, earnings and dividend growth metrics—along with valuation software.
Noteworthy for an independent advisory of this size, the adviser is a licensed accountant and dedicates significant time to tax and accounting work, which the brochure indicates is integrated with client service. The firm also provides annual reports focused on dividend growth, yield on cost and estimated dividend income, and discloses that it does not aggregate trades, meaning client trades may be executed separately.
Client services
Portfolio management
Expertise
Wealth management
Retirement income strategy
Fee options
$0 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Main office location
MG Financial Services
Finskburg MD, United States
Number of offices
1
Most active in
MG Financial Services has reported serving >5 clients in these states in the last 12 months.
Maryland
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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