MFG Wealth Management, Inc.

EST. AUM
$138,873,655

CONTACTS
2

CLIENT ACCOUNTS
889

Firm Details

Metro area Indianapolis
CRD Number 125963
Website mfgwealthmgmt.com
Client types

Overview

MFG Wealth Management, Inc. is a privately held, independent registered investment advisory firm based in Indianapolis, Indiana. With over 30 years of industry experience, the firm offers fiduciary, client-first financial planning and investment management services tailored to individuals, families, and businesses. Their expertise spans active portfolio management, retirement planning, estate planning, business succession, and comprehensive financial strategies—all delivered through an in-house, coordinated approach. MFG emphasizes proactive communication, same-day response, and personalized service, maintaining a low advisor-to-client ratio to ensure each client receives dedicated attention. Managing over $100 million in assets across hundreds of clients, the firm combines technical market research with a values-driven philosophy centered on trust, integrity, and professionalism. Clients also benefit from digital access to account portals, enhancing convenience and transparency in financial decision-making.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

MFG Wealth Management, Inc.

Platform Details

Investment Preferences

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