MPM Advisors Group LLC

The firm provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, and corporations or other businesses. As of December 31, 2025 it reported managing $116,079,005 in client assets for roughly 177 clients and operates with two advisory professionals; it also offers educational seminars and delivers written financial plans in electronic or paper form.

MPM’s investment approach is primarily passive, building portfolios from index mutual funds and ETFs with an emphasis on asset allocation and annual rebalancing, while also using fundamental, technical, cyclical and charting analysis when selecting investments and Independent Managers. Account supervision is guided by client-specific investment policies (objectives, time horizon, risk tolerance and liquidity needs), and the firm generally implements individualized, discretionary strategies with the option for clients to impose reasonable restrictions.

Noteworthy features include the firm’s recent founding (October 2024) coupled with a relatively large AUM for a two-advisor practice, and principals who also act as licensed insurance agents while one principal operates a separate tax-preparation business (the latter reported as a material time commitment). The firm does not engage in block trading or receive soft-dollar benefits, provides written reports on an as-requested basis rather than routinely, and maintains a documented business continuity plan and a team-based client-service model to provide operational redundancy.