Broker Check


Who are the team members at MSMF that I will be working with?
At MSMF we have advisors with expertise in various areas. Our goal is to make sure you are comfortable and work with someone that will provide the best fit for you.

How does pricing work?
There are many ways we can price our services. Most clients choose to work with us through charging a fee on the assets we help you manage. We can also setup a monthly subscription service that will allow us to add any services you desire. There are many ways we can work with you on pricing. For more information, visit our pricing page.

How many times do we meet in a year?
When you first become an MSMF client, we will meet more frequently so your advisor can get an understanding of your financial situation and your goals. Once our relationship is well-established, our meeting frequency can vary based on your needs and preferences. Generally, we prefer to meet 2-4 times per year (or more often if you prefer). Those meetings can be face-to-face, video calls, or phone calls—whichever format suits you best.

How much do I need to retire?
This will greatly depend on how much you expect to spend in retirement and what income sources you have to meet your needs. There isn't one magical number that can ensure a successful retirement. Please conact us to see how we can help you align and achieve your financial goals.

Do I need life insurance?
Every client has a unique need for life insurance. The answer will depend on your overall debt, legacy goals, and your current age.

Do I have to have a certain amount of assets to work with MSMF?
No, we work with clients of all lifestyles. We have the ability to price monthly subscriptions that can get you on the right path to financial independence.

What services do you offer?
We offer a full suite of financial advising and investment management services for individuals, businesses, and insitutions. Please visit our expertise page to learn more about the services we offer.

Do I need to live in the St. Louis metro area to work with MSMF?
No, we can work with anyone in the United States! The only limitation is that you must have a U.S. mailing address and a Social Security or Tax ID number to be a client of MSMF.

How have your portfolios performed in the past?
We can provide you the history of the performance of our programs that match your risk tolerance before you make the decision to invest.

What rate of return should I be getting?
The ideal rate of return varies from individual to individual. It depends on your risk tolerance, your age, your retirement plans, and other factors. To discuss your needs, please contact us!