MPM Wealth Advisors

  • Financial Services
  • Holland OH
  • 14 employees
  • Financial Services
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Company Overview

Headquarters
7429 International Drive, Suite A, Holland OH
Website
mpmwealth.com
Phone
(800) 814-1706
Employees
14
Founded in
1995
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is MPM Wealth Advisors

MPM Wealth Advisors is a company based in Holland, Ohio, with 14 employees. They specialize in financial services, guiding individuals through the complexities of retirement planning. MPM Wealth Advisors offers a personalized approach to retirement planning known as the "Retire right" process. This process involves a three-step approach: Plan, Invest, and Thrive. The "Plan" step focuses on understanding the client's individual needs, goals, and values, creating a customized financial roadmap. The "Invest" step involves developing a personalized investment strategy based on risk tolerance, time horizon, and evidence-based approaches like global diversification and tax optimization. Finally, the "Thrive" step emphasizes ongoing communication and support, ensuring clients stay on track and can enjoy their retirement. MPM Wealth Advisors differentiates itself by emphasizing personalized attention and a holistic approach to retirement planning. They believe in understanding each client's unique circumstances and crafting a plan that aligns with their individual aspirations. Their evidence-based investment strategy aims to maximize returns while minimizing risk and expenses. To learn more about MPM Wealth Advisors and their services, you can visit their website at mpmwealth.com.

Company Leadership

Sean Shinaberry

Chief Executive Officer

Phone Email
George Damasco

Partner

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G Damasco

CEO

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MPM Wealth Advisors Industry Tags

Financial Services
Financial Advisory Services
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FAQ

What is the location of MPM Wealth Advisors's headquarters?
The headquarters of MPM Wealth Advisors are situated at 7429 International Drive, Suite A, Holland OH
What is MPM Wealth Advisors's phone number?
MPM Wealth Advisors's contact number is (800) 814-1706.
What is MPM Wealth Advisors's official website?
The official website of MPM Wealth Advisors can be found at mpmwealth.com.
What is MPM Wealth Advisors's current revenue?
As of October 2016, MPM Wealth Advisors's annual revenue reached $3B.
How many employees does MPM Wealth Advisors currently have?
MPM Wealth Advisors employs approximately 14+ people as of October 2016
Which industries is MPM Wealth Advisors primarily operating in?
MPM Wealth Advisors operates in the following industries: Finance, Credit
Who is the Chief Executive Officer of MPM Wealth Advisors?
MPM Wealth Advisors's Chief Executive Officer is Sean Shinaberry
What are MPM Wealth Advisors's industry tags?
MPM Wealth Advisors's industry tags include: Financial Services, Financial Advisory Services
When was MPM Wealth Advisors founded?
MPM Wealth Advisors was founded in 1995.

Employee Directory

Key Employees

Bryan Ohm

Co-Founder/Co-President

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Nadiya Buerk

Client Services

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Craig Huntington

Senior Vice President-MPM Wealth Advisors

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