Personalized Planning. Long-Term Vision. Proven Strategies
Your Business Is Complex. Your Financial Advice Shouldn’t Be.
We partner with entrepreneurs, executives, and institutions to provide disciplined financial planning and investment management. Whether you’re preparing for a liquidity event, managing a retirement plan, or overseeing long-term capital, MVM Advisors delivers clarity and control—without unnecessary complexity.
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.
401(k) & business Plans
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.
Retirement Planning
Whether you’re decades away from retirement or planning your exit strategy now, MVM helps you prepare for the future with customized retirement strategies.
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.
College Savings Plans
With education costs rising annually, MVM helps families develop tax-efficient strategies to fund primary, secondary, and higher education expenses.
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.
WHY CHOOSE MVM?
Trusted by Leaders
Entrepreneurs, family businesses, nonprofits, professional practices, boards—if you’re responsible for capital, people, and long‑term goals, we’re built for you.
Ready to move from reactive to strategic?
Start with a complimentary discovery meeting — no pressure, just possibilities.
