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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-1995
- Office Locations
- 12
Office Locations
About MPM Wealth Advisors
MPM Wealth Advisors is a family-owned, independent fiduciary firm focused on helping individuals approaching or in retirement. Its “Retire Right” process blends retirement income planning with ongoing wealth management, coordinating investments with Social Security, tax and estate planning to manage risk and support legacy goals. Founded by advisors who left major brokerages to deliver objective advice; works with custodians such as Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
Robert Lewin Avery
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
GEORGE T DAMASCO III
Investment Advisor, PARTNER, TREASURER
- CRD
- #5209996
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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ERIN JAMES BARNHART
Benefits Analyst
- CRD
- #3134406
STEVEN EDWARD BERNIER
Financial Advisor
- CRD
- #1919592
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $443,568,232 | $427,742 |
| Non-Discretionary | $595,014,784 | $419,912 |
| Total | $1,038,583,016 | $423,220 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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