Wealth Building & Preservation
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 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
Tax Optimization Strategies
An effective wealth strategy is incomplete without a thoughtful, integrated approach to tax planning. At MVM Advisors, we work closely with your tax professional to help align your investment strategy with proven, tax-efficient planning techniques.
Strategic Solutions for Business Owners and Institutions
Business owners and institutions face a unique set of financial challenges—and at MVM Advisors, we’ve walked in your shoes. As a firm founded by a small business owner, we understand firsthand the complexities of growing a company, managing risk, and planning for the long-term success of both leadership and employees.
Security of our Planning Software
Your information is secure
WE DO NOT SAVE YOUR CREDENTIALS
Envestnet | Yodlee provides account aggregation. All of your banking credentials are managed by Envestnet | Yodlee, and we do not store your credentials. We communicate with Yodlee via an encrypted data link.
Envestnet | Yodlee is a leading
Next Generation Financial Planning
MVM Advisors combines advanced financial software with real-world expertise to help you reach your financial goals with clarity and confidence.
With access to next-generation planning platforms and decades of hands-on experience, MVM helps you take control of your entire financial picture—from retirement income projections to debt payoff strategies, tax efficiency,
Ready to move from reactive to strategic?
Start with a complimentary discovery meeting — no pressure, just possibilities.
