About Us

About MV financial

Our Firm

MV Financial is a data-driven wealth management firm for investors who demand a higher standard. Our original, innovative research provides the foundation. Our customized solutions set us apart.

We provide investment and advisory services to institutional clients and private investors. Our highly experienced investment team focuses on your specific needs, creating custom-tailored strategies designed to help you achieve your personal financial goals.

When we say that our clients come first, it’s a promise, not a platitude. As an independent firm and fiduciary, our recommendations are focused solely on your best interests. We offer conflict-free investment advice – which means that we are acting in your best interests all the time, not just some of the time.

Markets shift, opportunities change – and so do your needs. But MV Financial’s commitment never wavers. Our services are designed to grow and evolve with you today, tomorrow, and beyond.

Our Services

Investment & Wealth Management

  • Customized Investment Strategies
  • Comprehensive Financial Planning
  • Ongoing Client-Focused Support

Corporate Retirement Plan Solutions

  • Strategic Plan Management & Fiduciary Support
  • Robust Employee Education
  • Investment Selection & Monitoring
  • Actively Managed Model Portfolios

Health & Welfare Benefit Services

  • Customized Benefits Plan Design
  • Ongoing Support & Guidance