Guide your wealth and legacy with confidence.
At MPM Advisors Group, we provide clarity and continuity at every stage of your financial journey — ensuring your wealth supports the life you’ve built and the legacy you intend to leave.
Wealth Management
Tax Preparation
Resource Library
Comprehensive wealth & tax guidance, built around you
MPM Advisors Group provides coordinated wealth management, tax strategy, and retirement planning—delivering clear, long-term guidance tailored to your life and goals.
Wealth Management
Personalized investment strategies built for long-term growth and stability.
Retirement Planning
Clarity and structure for your retirement income, distributions, and long-term security.
Tax Strategy & Preparation
Proactive planning and precise tax execution that strengthens your full financial picture.
Experience you can trust. Advice that feels personal.
For over 40 years, MPM Advisors Group has served clients across generations with the same guiding principle: put people first. Our team combines deep financial expertise with a relationship-driven approach that ensures you feel supported at every stage of life.
You can expect:
Thoughtful, conservative, long-term strategies
Clear communication and prompt responses
Guidance rooted in integrity and transparency
A genuine partnership built over time
Patrick M.
My wife and I, now in our late seventies, spent our careers as a teacher and an attorney. We lived within our means but knew little about investing or retirement planning—until we met Mark and his team. For nearly 20 years, MPM Advisors Group has provided thoughtful, conservative guidance that’s grown our portfolio and given us real peace of mind. Every interaction with Mark, Jennifer, and John is a pleasure—they’re smart, genuine, and people we now consider friends.
Testimonials were provided by current clients of MPM Advisors Group, LLC. These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. No compensation was provided in exchange for these testimonials.
Jim & Ann H.
For nearly four decades, our family has relied on MPM Advisors Group for financial guidance, retirement planning, and tax preparation. Their proactive, steady advice has helped us navigate market shifts, enjoy a comfortable lifestyle, prepare for retirement, and support the priorities that matter most. We’re confident you’ll be well-served by MPM Advisors Group, too.
Testimonials were provided by current clients of MPM Advisors Group, LLC. These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. No compensation was provided in exchange for these testimonials.
Ron T.
I’ve worked with Mark for over 30 years, and his advice, integrity, and portfolio management have always been exceptional. He stays on top of current events, understands their impact on the markets, and guides us accordingly. Now in retirement, he manages our portfolios, RMDs, and any special requests with care.
Testimonials were provided by current clients of MPM Advisors Group, LLC. These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. No compensation was provided in exchange for these testimonials.
Anthony & Linda T.
We’re grateful to have worked with MPM Advisors Group for more than 25 years as we planned for a successful retirement. Mark Mahshie and his team provided thoughtful guidance, personalized strategies, and a clear understanding of our goals, helping us make confident decisions every step of the way. Now in retirement, we fully appreciate the positive impact of their steady, transparent support, and we wholeheartedly recommend MPM Advisors Group to anyone seeking a trusted, knowledgeable financial partner.
Testimonials were provided by current clients of MPM Advisors Group, LLC. These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. No compensation was provided in exchange for these testimonials.
Supporting you through every season of life
Whether you're early in your career, building wealth for your family, running a business, or transitioning into retirement, we help bring clarity and direction to your financial decisions.
Specialized guidance for:
Young professionals and growing families
Pre-retirees and retirees
Business owners and entrepreneurs
Multigenerational families
Frequently Asked Questions
Answers to the Questions We Hear Most
We meet as often as needed to keep you informed and comfortable—typically once or twice a year, with additional check-ins during key financial moments. You can always reach out with questions anytime.
We work with clients at various stages of life and wealth. During our initial conversation, we’ll discuss your goals and determine the best fit for your situation.
Our first conversation is simply a chance to get to know each other. We’ll talk about your financial goals, concerns, and current situation. There’s no pressure, no obligation—just clarity and guidance.
Yes. We offer both year-round tax strategy and annual tax preparation to ensure your financial plan and tax picture work together.
We start by understanding your goals, risk tolerance, time horizon, and financial priorities. From there, we create a long-term, disciplined investment approach tailored to you—and adjust as your life evolves.
Absolutely. We frequently collaborate with outside professionals to ensure every part of your financial life is aligned and working together.
Our clients value our steady, conservative approach, personal attention, and multi-decade commitment to long-term relationships. We put clarity, consistency, and your best interests at the center of everything we do.
We’ll walk through our fee structure clearly during your consultation. We believe in transparent, straightforward pricing with no hidden surprises.
Let’s build your financial future together
Whether you’re looking for investment guidance, tax strategy, or long-term planning, we’re here to help you move forward with clarity and confidence.
Book a call with Mark
Stay Informed With Confidence
Get market insights, planning tips, and updates designed to help you make smarter financial decisions. No noise—just clear, practical guidance from the MPM Advisors Group team.