Superior Planning = Superior Results™

We left wall street to build main street's wealth

Fee-Only Fiduciary Financial Planning & Business Advisory

At MVM Advisors, we help individuals, families, and business owners navigate life’s financial complexities with clarity, discipline, and foresight. As an independent Registered Investment Advisor (RIA), we are fiduciaries—legally and ethically obligated to act in your best interest at all times. That’s not just a promise—it’s our foundation.

The MVM Steps to Success

Step 1

Understanding Your Financial Landscape

We begin by conducting a thorough assessment of your current financial situation, including assets, liabilities, income, expenses, and investment portfolios. This foundational step allows us to understand your financial health and identify opportunities for growth and improvement

Step 2

Defining your financial goals

Next, we collaborate with you to articulate both short-term and long-term financial objectives. Whether it's planning for retirement, funding education, or purchasing a home, clear goal-setting is essential for creating a targeted financial plan.

Step 3

Developing & Implementing Your Customized Plan

Based on the insights gathered, we craft a personalized financial plan that outlines strategies to achieve your objectives. This plan encompasses investment recommendations, risk management tactics, and tax optimization techniques. Once finalized, we assist you in implementing these strategies, ensuring each action aligns with your goals.

Step 4

Monitoring & Adjusting Your Plan

Financial planning is an ongoing process. We provide continuous monitoring of your plan's performance, offering regular reviews and adjustments as needed. This adaptive approach ensures your financial plan remains responsive to life changes and evolving market conditions. This structured process ensures

We specialize in supporting:

Individuals & Families navigating retirement, education savings, or generational wealth planning
Business Owners & Entrepreneurs with succession, executive comp, or 401(k) plan design
Corporate Teams seeking cost-efficient, compliant solutions for equity compensation and benefits
Nonprofits & Institutions requiring investment oversight and fiduciary support

Our range of consulting and advisory services

Wealth & Institutional Investment Management

We apply a disciplined, research‑driven due diligence process to build portfolios that preserve capital, limit volatility, and pursue competitive after‑tax performance. Ideal for business owners, nonprofits, and institutional trustees.

Retirement & 401(k) Plan Advisory

Choosing and managing a retirement plan isn’t easy—and deserves more than “typical Wall Street” solutions. We design ERISA‑compliant 401(k), SEP, and SIMPLE plans that help you reward employees while satisfying fiduciary responsibilities.

Business Owner Planning & Non‑Qualified Compensation

From succession planning to equity compensation (including 144 stock), we integrate your personal wealth strategy with your business goals—ensuring liquidity, legacy, and growth are aligned.

Custody & Compliance Oversight

With secure, independent custody, we reinforce trust and transparency. You receive quarterly reports—covering inflows, outflows, trades, balances—so your financial infrastructure matches the diligence of institutional operations.

Trusted Tools. Secure Technology.

We partner with best-in-class custodians and planning platforms—including RightCapital, Interactive Brokers, and Mid Atlantic Capital Group—to ensure your data is protected, your investments are secure, and your planning is always connected.

No credential storage
Real-time portfolio tracking
Scenario modeling & tax optimization

Personal, Professional Experience you can Trust

Fee‑Only & Independent

No commissions. No products. Our only compensation is your satisfaction.

Built by Business Owners

Our founder, Joe Motley, has been in your shoes—bringing authenticity to every piece of advice.

Institutional Depth, Personal Connection

We balance rigorous investment strategy with the human clarity you deserve.

Ready to move from reactive to strategic?

Start with a complimentary discovery meeting — no pressure, just possibilities.