CRD: 125889
MSM Financial Strategies
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-1999
- Office Locations
- 3
Office Locations
About MSM Financial Strategies
MSM Financial Strategies is a fee-only RIA providing personalized portfolio management and financial planning, including retirement and income strategies plus legacy and charitable planning. The firm serves individuals and nonprofit organizations across taxable, IRA, employer plan and trust accounts. Advice is unbiased with no brokerage or product-provider affiliation; the practice custodies with Charles Schwab and publishes a quarterly market update and outlook.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 3 advisory representatives and 34 clients, or 11.3 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 3 reported office locations and 27 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full MSM Financial Strategies record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICIA ANN MCDONNELL
Chief Compliance Officer, Partner
- CRD
- #4643557
- Ownership
- 25% but less than 50%
JOHN ANTHONY MCGUIRE
Partner
- CRD
- #4643530
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $37,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MSM Financial Strategies has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.