MMHP Investment Advisors

MMHP Investment Advisors provides discretionary investment management, portfolio monitoring (including recommending third‑party portfolio managers), and financial planning primarily for individual and high‑net‑worth clients. The firm reports approximately $435.3 million in discretionary assets across 336 client accounts managed by two advisors and offers retirement planning and implementation support alongside investment management.

The firm develops individualized investment plans and implements diversified allocations across equities, fixed income, mutual funds and ETFs, using both fundamental and technical analysis to identify opportunities and set entry/exit points. Most accounts are managed on a discretionary basis, and MMHP uses institutional custodians (Charles Schwab and Merrill Lynch) while also monitoring third‑party managers when employed for client portfolios.

What distinguishes MMHP from many peers is its scale relative to staff: two advisors oversee an unusually large level of discretionary assets for a firm of this size. The brochure also discloses that certain supervised persons are licensed life, health and annuity insurance agents in Georgia and Florida and may receive commissions from insurance sales, a potential conflict the firm notes alongside its fiduciary and compliance policies.