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Who We Are

At MSMF, we go beyond helping you build your wealth and legacy. We partner with you to help create financial freedom that enables you to live the life you’ve always wanted. 

Our personal approach begins with gaining a true understanding of you and what you want to accomplish. Once we get to know you, we apply our deep financial insight and experience to your vision, creating a blueprint and partnership that will guide you and your wealth through life’s many transitions.

Our partners have over a century of combined experience in the financial, employee benefits, and business services industries—and no one at MSMF ever stops learning. Our comprehensive understanding of the complexities of the financial world, along with our personal approach, enables us to support you in making your vision for the future into reality.

Our Team

Meet the financial professionals who partner with our clients to help them achieve their goals.

Meet the Team

Join Our Team

See if MSMF may be the right fit for you.

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Contact Us

Have questions? We’re here to help.

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