MtM Financial Group

MtM Financial Group MTM Financial Group LLC provides Advisory Services, Investment Management, Income Tax Services and Estate Planning (SFA), member FINRA/SIPC.

MTM Financial Group LLC serves the financial needs of appreciative clients. MtM advisors use strategic, tactical and technology concepts and tools to assist their clients in reaching important financial goals. Each MtM advisor draws on a team of professionals with skills and experience across the spectrum of financial topics to fully serve every MtM client. MtM Financial Group is the home of More

Than Money with Gene Dickison Radio & TV shows. More than Money Radio airs live every Saturday morning from 8AM-10AM on WAEB AM790 talk radio. The TV show airs live on Blue Ridge Cable every Thursday evening at 7PM. More than Money also publishes a leading financial newsletter monthly and issues regular white papers on important financial issues. Securities and advisory services offered through The Strategic Financial Alliance, Inc. (www.finra.org) (www.sipc.org) Gene Dickison, Mark Belcak & Daryl Okken are registered representative and investment adviser representative of SFA which is otherwise unaffiliated with MtM. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. If providing commentary, include: “Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.”

MtM Financial Group's April newsletter has arrived! Hear from members of our team on a variety of topics and let us know...
04/22/2026

MtM Financial Group's April newsletter has arrived! Hear from members of our team on a variety of topics and let us know what you think! Want your own copy in your inbox? Email: [email protected] or sign up on our website. Happy reading!

Gene Dickison – Artificial Intelligence Those two words carry a lot of weight in many conversations today. For some, great excitement for what positive impacts AI might hold for the future. For others, great fear that AI might disrupt their jobs maybe even their world. As a perpetually optimisti...

The latest episode of "More than Money" was EXTRA special. Not only did we film in front of a live audience - we were al...
03/19/2026

The latest episode of "More than Money" was EXTRA special. Not only did we film in front of a live audience - we were also able to share the stage with so many of our MtM Financial Group team! This two-part series explores the conversation of "Generational Wealth" and is packed full of information for people of all ages. Part 2 airs next Tuesday at 7:30pm - you won't want to miss it!

On tonight’s episode of More than Money: Gene and several members of the MtM team come together for a special live taping to discuss Generational Wealth. Tune-in and gain tips and tricks for your personal strategy along with your family and loved ones. Join Gene Tuesday nights at 7:30 on PBS39 for...

The February edition of MtM's Family Wealth Advisor newsletter is here! Give it a read:
02/17/2026

The February edition of MtM's Family Wealth Advisor newsletter is here! Give it a read:

Gene Dickison – Snow, Ice and (Very) Cold You may very well be reading this newsletter on your veranda enjoying a sunny morning with warmth all around you. We do now have clients and audience members in more than thirty (30) states. If you are anywhere near the MtM World Headquarters in the Holy ...

Our new and improved MtM Financial Group newsletter is HERE! Hear from several of our team members in our December 2025 ...
12/22/2025

Our new and improved MtM Financial Group newsletter is HERE! Hear from several of our team members in our December 2025 edition here: https://www.morethanmoneyonline.com/more-than-money-newsletter-december-2025/

Happy reading and Merry Christmas!!🎄

This is a new and most decidedly improved More than Money newsletter.  If you’ve received our letters in the past, you know that Gene – for better or for worse – wrote all of them. Our newsletters going forward will be composed of contributions from many of our (your) advisors who are far mor...

We did it again! Invest in You packed 100 shoeboxes filled with goodies and love for children in our community. Cay Galg...
12/17/2025

We did it again! Invest in You packed 100 shoeboxes filled with goodies and love for children in our community. Cay Galgon Life House will distribute them this Christmas season. We’re so grateful for all of the generous contributions that made this project possible, for the fifth consecutive year. See more photos on the MtM Financial website, here:

Our fifth annual shoebox packing event on Dec. 11, 2025, was another heartwarming demonstration of how generous and friendly the Invest in You community is. Our volunteers brought abundant donations of goodies, rolled up their sleeves, and wrapped and packed 100 shoeboxes filled with love. Cay Galgo...

Plans Saturday? Come to our Open House! MtM welcomes you to our home for the holidays this Saturday, December 6th from 8...
12/01/2025

Plans Saturday? Come to our Open House! MtM welcomes you to our home for the holidays this Saturday, December 6th from 8am-11am. Refreshments, conversation and a live radio show! We're accepting donations for the Children's Home of Easton and your support is always so appreciated. We hope to see you there! 🎄❤

With your help, a shoebox filled with little goodies will bring big smiles to 100 children and their mommas this holiday...
11/24/2025

With your help, a shoebox filled with little goodies will bring big smiles to 100 children and their mommas this holiday season. Lehigh Valley ladies, please consider donating small gifts, wrapping shoeboxes, and joining us Dec. 11 for a shoebox-packing party. Dinner is provided! All of the details to sign up are on the MtM Financial Group website: https://www.morethanmoneyonline.com/events/invest-in-you-annual-shoebox-packing-party/

Check out the results of our fun plant party at the  terrarium bar Wednesday night! Our Invest in You ladies made beauti...
10/27/2025

Check out the results of our fun plant party at the terrarium bar Wednesday night! Our Invest in You ladies made beautiful creations, enjoyed each other’s company and some sweet treats, and donated a carload of groceries for the Nazareth Area Food Bank. See more photos—and get the pumpkin chip cookies recipe—here: https://www.morethanmoneyonline.com/invest-in-you-plant-party-supports-nazareth-food-bank-2025/

Learn more about Gallivanting Greenhouse here: https://www.facebook.com/p/Gallivanting-Greenhouse-100092051291276/

Wednesday’s Invest in You plant party was a great succ(ulent)ess, judging by the beautiful creations, roomful of smiles and carload of groceries collected for the Nazareth Area Food Bank. We extend our heartfelt thanks to all of our participants, for the fun social hour and for the generous donati...

Address

Bethlehem, PA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(610) 746-7007

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