MPM Wealth Advisors logo

MPM Wealth Advisors

Updated today

Client assets under management

$984,352,498

Clients

1,094

31% high-net worth

Advisors

15

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

73

High

Average account size

$899,774

About

MPM Wealth Advisors provides investment advisory and financial planning services to individual clients (including high‑net‑worth individuals), pension and employee benefit plans, trusts, and other entities. The firm offers managed account programs, model portfolios, consulting, ERISA and retirement plan services, and third‑party manager referrals, and reports approximately $1.04 billion in assets under management across its advisory relationships.

The firm’s investment approach emphasizes diversified portfolios built primarily from low‑expense mutual funds, ETFs, and similar pooled vehicles, with client Suitability Profiles and assigned risk profiles guiding portfolio construction and rebalancing. MPM also maintains an in‑house Model Manager that prepares model portfolios and periodic reports; those model results are presented as back‑tested or hypothetical performance and participation in some model offerings is limited to clients who meet institutional or sophistication criteria.

Compared with many multi‑team advisers, MPM reports a larger share of non‑discretionary assets (roughly $595 million non‑discretionary versus $444 million discretionary), reflecting substantial use of client‑approved trade authority and held‑away arrangements. The firm’s disclosures also highlight features that are less common among peers: the use of back‑tested/hypothetical model performance in reporting, presentation of predecessor performance and testimonial material in marketing, co‑branding by Representatives who maintain DBAs, and use of third‑party held‑away platforms to aggregate client accounts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Model portfolio provider

Expertise

General retirement planning ESG / Sustainable investing

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement Mid-Career Professionals

Fee options

Fixed

Fixed fees up to $15,000 or more, negotiated client-by-client, minimum $1,000,000 account size required for flat fee

Percentage

$0+: up to 1.50% annually (maximum rate) $1,000,000+: negotiable flat fee arrangement up to 1.50% annually

Project-based

$100 to $400 per hour

Other

Account minimum: $1,000,000 for Flat Fee arrangement; otherwise, 0

Main office location

MPM Wealth Advisors

7429 International Drive, Suite A

Holland OH 43528-8623, United States

Number of offices

13

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin · Wyoming

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

Bahiya F

Series 63, Series 65

Dearborn, MI

MPM Wealth Advisors

Bahiya Fawaz is a financial advisor at MPM Wealth Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her own CPA firm, Alpha Tax Accounting and Tax Service, since 2000, providing tax and advisory services. Fawaz has been with MPM Wealth Advisors since 2004. MPM Wealth Advisors is an SEC-registered investment adviser serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm follows a Modern Portfolio Theory-based investment approach emphasizing diversified allocations across asset classes, using low-expense mutual funds, ETFs, and variable annuity subaccounts.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Steven B

Series 63, Series 65

Southfield, MI

MPM Wealth Advisors

Steven Bernier is a financial advisor with MPM Wealth Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, offering both discretionary and non-discretionary management, model portfolios, and a range of financial planning and consulting services.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Gabriel T

CFA®, Series 63

West Lake Hills, TX

MPM Wealth Advisors

Gabriel Thornhill is a CFA® charterholder with 19 years of industry experience. He has been with MPM Wealth Advisors since 2015. Thornhill serves as a board member for Austin Trust Company. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach uses Modern Portfolio Theory with diversified allocations across multiple asset classes, employing low-expense mutual funds, ETFs, and variable annuity subaccounts.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Erin B

Series 63, Series 65

Lancaster, OH

MPM Wealth Advisors

Erin Barnhart is a financial advisor with MPM Wealth Advisors in Lancaster, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with MPM Wealth Advisors since 2004. Outside of her advisory role, Barnhart coaches swimming at Ohio State University. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified allocations across multiple asset classes using low-expense funds and model portfolios guided by client suitability profiles.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Matthew L

CFP®, PFS™, Series 65

Grand Rapids, MI

MPM Wealth Advisors

Matthew Leskovar is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with MPM Wealth Advisors and is also the owner and CPA of Leskovar Financial, where he provides tax and accounting services. His prior work includes roles at Doeren Mayhew and Beene Garter, LLP. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, and educational seminars.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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James H

Series 65

Holland, OH

MPM Wealth Advisors

James Huntington is a Series 65-licensed advisor with MPM Wealth Advisors in Perrysburg, OH, bringing 23 years of industry experience. He has worked at MPM Wealth Advisors since 1997 and also owns and operates OBS Insurance, where he serves as an agent for various insurance companies. MPM Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified allocations across multiple asset classes using low-expense funds and model portfolios guided by client suitability profiles.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Glenn S

Series 65

Crossville, TN

MPM Wealth Advisors

Glenn Seabolt is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Modern Portfolio Management since 2005. Glenn is based in Crossville, TN, and works as part of MPM Wealth Advisors. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, utilizing managed accounts, model portfolios, and financial planning services delivered by a team of about 20 advisors.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Darrin C

Series 63, Series 65

Holland, OH

MPM Wealth Advisors

Darrin Critchet is a financial advisor with MPM Wealth Advisors in Fremont, Ohio, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with MPM Wealth Advisors since 2014. Outside of his advisory role, Critchet is involved in the distillery business, owning and operating Black Swamp Distillery and holding a partial ownership in Ernest Searano Distillery. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and businesses through a team of about 20 advisors. The firm uses a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, employing low-expense mutual funds, ETFs, and variable annuity subaccounts, and offers both discretionary and non-discretionary management options.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Chelsea H

CFP®, Series 65

Chicago, IL

MPM Wealth Advisors

Chelsea Heintschel is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has been with MPM Wealth Advisors in Chicago, IL since 2015. MPM Wealth Advisors is an SEC-registered investment adviser serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach, using diversified allocations across multiple asset classes and offering both discretionary and non-discretionary management alongside model portfolios and educational programs.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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George D

Series 66

Holland, OH

MPM Wealth Advisors

George Damasco is a financial advisor at MPM Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with MPM Wealth Advisors since 2008. Outside of his advisory role, he is involved in several business ventures including ownership interests in party rental and pizza franchise companies. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, utilizing low-expense mutual funds, ETFs, and variable annuity subaccounts, and offers both discretionary and non-discretionary management options.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Ryan S

CFP®, Series 66

Holland, OH

MPM Wealth Advisors

Ryan Stoller is a CFP® with four years of industry experience, currently serving as a financial advisor at MPM Wealth Advisors. His prior roles include positions at SJS Investment Services and work in financial coaching. MPM Wealth Advisors is an SEC-registered investment adviser that serves individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes diversified allocations across multiple asset classes using primarily low-expense mutual funds, ETFs, and variable annuity subaccounts.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Bryan O

Series 63, Series 65

Holland, OH

MPM Wealth Advisors

Bryan Ohm is a financial advisor at MPM Wealth Advisors with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with MPM Wealth Advisors in various capacities since 1995. Outside of advising, he is a licensed independent insurance agent and has ownership interests in WS Series IX LLC and Creating Equity LLC, which includes passive income from a Marco’s Pizza investment. MPM Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach, focusing on diversified allocations using low-expense mutual funds, ETFs, and variable annuity subaccounts, and offers both discretionary and non-discretionary management options.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar

Sean S

Series 63, Series 65

Holland, OH

MPM Wealth Advisors

Sean Shinaberry is a financial advisor with MPM Wealth Advisors in Holland, OH, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with MPM Wealth Advisors since 2002. Outside of advising, he is a licensed insurance agent and has ownership interests in a farm leasing business, residential rental properties, and a passive investment in a Marco's Pizza franchise. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations using low-expense mutual funds, ETFs, and variable annuity subaccounts, offering both discretionary and non-discretionary management alongside model portfolio programs and financial planning services.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Stephen M

CFP®, Series 66

Miramar Beach, FL

MPM Wealth Advisors

Stephen Myler is a CFP® with 23 years of industry experience, currently serving at MPM Wealth Advisors in Miramar Beach, FL. He has been affiliated with MPM Wealth Advisors and Zeiders Enterprises since 2013 and operates a financial planning sole proprietorship, Myler Financial, since 2010. Outside of financial advising, he provides counseling to military families on financial readiness through Zeiders Enterprises. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, consulting, and educational services.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar

Craig H

Series 63, Series 65

Naples, FL

MPM Wealth Advisors

Craig Huntington is a financial advisor at MPM Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for SJS Investment Consulting, Inc. for 10 years before joining MPM Wealth Advisors in 2022. MPM Wealth Advisors is an SEC-registered investment adviser serving individual clients, retirement plans, trusts, estates, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing managed accounts, model portfolios, and financial planning services through a team of about 20 advisors.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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