Five decades of clarity, stewardship, and long-term guidance
Our Story
Founded in 1975, MPM Advisors Group has spent five decades guiding clients through some of life’s most important financial transitions. What began as a life-insurance practice quickly evolved as we recognized the deeper concern shared by those approaching retirement: the fear of outliving their resources. We responded by building a comprehensive advisory approach—one that encompasses investment management, estate and succession planning, long-term care strategy, and the many complexities that arise later in life.
Unlike firms that still rely on dated portfolio models or outsourced specialists, we’ve always believed in forward-thinking, in-house expertise. Our perspective is rooted in experience earned through every major market cycle since the 1970s, giving us a rare ability to help clients stay grounded, informed, and confident—no matter what the markets are doing. Today, that legacy of clarity, discipline, and long-term stewardship continues to define the heart of our firm.
Our Purpose
We believe everyone deserves financial freedom and clarity. We exist to guide individuals and families toward their version of the American dream.
Our Advisors
Mark Mahshie
Founder / Partner
Jennifer Parrish
Partner
John Mahshie
Partner
Our Values
Integrity & Transparency
We believe in honesty above all else — having the hard conversations, doing what’s right, and operating with full transparency in every decision.
Personal Connection
We take the time to truly know our clients — their families, goals, and fears — because trust is built through relationships, not transactions.
Knowledge & Experience
Decades of combined expertise allow us to simplify the complex and guide clients through the evolving landscape of wealth, taxes, and legacy planning.
Stewardship & Continuity
We don’t just manage wealth — we protect it, nurture it, and prepare it to serve future generations with care and foresight.
Clarity Through Collaboration
We believe that clear data, thoughtful dialogue, and shared understanding create the confidence needed to make sound financial decisions.
Client Experience
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.
Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.
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.
Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.
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.
Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.
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.
Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.
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
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