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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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
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%
Fusion insight
Beacon ember
- CRD
- #98381
- Ownership
- 39.5%
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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
Total SMA Asset: $37,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $224,965,587 | 26.2% |
| Cash | $335,731,086 | 39.1% |
| Equity - Exchange | $297,950,607 | 34.7% |
| Total | $858,647,280 | 100.0% |