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Making a difference

One client at a time 

Are you retirement ready?

We believe in educating our clients and creating lifelong relationships while providing a concierge level of service.image of a lighthouse

Clear Vision & Direction

MGR Financial Management 

Powered by LPL Financial

MGR Financial Management is a financial services firm specializing in comprehensive wealth management for families, professionals, and business owners.  We take great pride in providing a level of service unmatched in our industry.  Along with educating our clients, we truly value the relationships we create.  We share our vision of success with our clients and work in conjunction with them on financial planning, investment management, insurance strategies, and estate/tax planning.

LPL Financial 

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under the ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL doesn't offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL aren't pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to address their clients' needs.

For more information about LPL Financial, visit www.lpl.com

Check the background of this advisor on FINRA’s BrokerCheck.