Broker Check

Two Companies, One Mission

Money Managers Financial Group (MMFG) is made up of two separate companies: Money Managers Advisory and Money Managers, Ltd.

Money Managers Advisory (MMA) is a Registerd Investment Advisory firm providing fee-based planning services offered by our Certified Financial Planners (CFP®) including but not limited to:

  • Written Financial Plans
  • Professional Portfolio Management
  • Portfolio Consulting

Click Here to learn more about Money Managers Advisory.

Money Managers, Ltd. (MML) provides a full line of annuities and other investment services.

Click Here to learn more about Money Managers, Ltd.

Our Mission

MMFG's mission is to help our clients build, protect and preserve their assets. Our primary focus is to help people develop a strategy that will provide predictable, stable income that they can't outlive while focusing on what matters most in their lives; in short, to help them realive the financial future they have always envisioned.





Our commitment to quality and service has established us as one of the most experienced and best-staffed financial planning firms in the Midwest.

Money Managers, Ltd. and Money Managers Advisory are independent advisors who work for you. By using one professional to integrate all aspects of your financial situation, we can assure client satisfaction.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Money Managers Advisory.