Building Wealth Through Strategic Guidance, Integrity, and a Client-First Approach
Mission
To empower businesses by providing comprehensive, transparent, & personalized financial guidance.
A fee only independent fiduciary
As fiduciaries, we are legally bound to act in your best interest, ensuring transparency and eliminating conflicts of interest. We provide personalized financial planning and investment advisory services designed to help you achieve your financial goals.
founded in 2009 by Joseph Motley.
Before starting MVM Advisors, Joe started on “Wall Street” in 2002. His goal was to help individuals and business owners overcome the black hole, that is investing and retirement planning. Joe learned firsthand how difficult and important it is for both business owners and employees to navigate the world of investing.
Joe worked his way up to Senior Vice President of Investments and lead the retirement services group for a typical Wall Street firm. Joe’s approach of always putting the clients’ interests first meant using the best available products for the clients not the most profitable for the broker or the firm.
Wall Street does not like this approach and after years of fighting for the clients, Joe had finally had enough. Joe realized that Wall Street was never going to change so he started Right Direction Financial Planning.
MVM is based on the simple philosophy: An advisor should always do what is best for the client, no matter what!
At MVM, Our Approach
Is Simple & Straightforward.
Custody of Assets
At MVM Advisors, we believe in full transparency and client control—especially when it comes to the custody of your assets.
We do not take custody of client funds or securities. And that’s by design.
Why? In a word: Madoff.
What does Fee Only Mean?
That means we are compensated only by the fees our clients pay us directly—not by commissions, kickbacks, or sales incentives.
Why is this important?
Because it eliminates the conflict of interest that can come with commission-based financial advice.
What is an Investment Policy Statement?
An Investment Policy Statement (IPS) is a written roadmap for managing your investment portfolio. It’s a mutually agreed-upon document between you and your advisor that defines your goals, outlines investment strategies, and establishes rules of engagement. The IPS is especially important when a fiduciary relationship exists and is widely regarded
Ready to move from reactive to strategic?
Start with a complimentary discovery meeting — no pressure, just possibilities.
