Who We Are

At Money Managers Financial Group (MMFG), we are determined to give pre-retirees and retirees straightforward advice that will help them meet their goals as well as make the decisions to meet the tough challenges they may face throughout retirement.

Since 1987, we have worked to help people just like you. We can potentially help you lower your tax bill, help reduce taxes on Social Security benefits, increase your estate and maximize protection for your financial future.


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

Money Managers Advisory

Money Managers Advisory (MMA) is a registered investment advisory firm providing fee-based planning services including but not limited to:

  • Written Financial Plans
  • Professional Portfolio Management
  • Portfolio Consulting

Money Managers, Ltd.

Money Managers, Ltd. (MML) provides a full line of registered investments through representatives registered with the Financial Industry Regulatory Authority (FINRA). MML also sells many insurance products.