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Mommaerts Mahaney Financial Services, Inc

EST. AUM
$100,000,000

CONTACTS
3

CLIENT ACCOUNTS
1,583

Firm Details

Metro area Lansing
CRD Number
Website carsonwealth.com
Client types

Overview

Acquired by Carson Wealth Mommaerts Mahaney Financial Services, Inc. was established in 1997 by Jon Mommaerts and Robert Mahaney. Jon later founded ERTS Wealth Advisors, LLC, which acts as the RIA holding company of MMFS. Over time, MMFS has grown into a Financial Planning and Investment Management firm managing assets exceeding $500 million. The company emphasizes personalized client service and investment management. They focus on continuous education and development for advisors, utilize strategic partnerships, and incorporate advanced technology. MMFS employs a methodical approach to minimize risk and optimize returns across investment models. These efforts have cultivated enduring client relationships and steady expansion of their client base.

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Alternative Activity

Address

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

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