MPM Wealth Advisors

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MPM Wealth Advisors Independent, family-owned, fiduciaries, focused on building relationships that last since 1995 When you call our office, you'll talk to a real person.

You deserve a financial advisor who cares about you, not just your money. You won't be sent through a routing service, and you won't get generic, cookie-cutter advice. You'll work with a team of advisors who care about you and the goals you want to achieve. There's always someone to answer your questions or set your mind at ease. We're a family-owned, independent firm, and we're fiduciaries—putting your interests ahead of our own every time. Our Focus:

Retirement planning
What does it take to retire right? It’s easy to get distracted and even a bit overwhelmed by the world of investments and financial planning, and mistakes can be costly. We sweat the details and do our research. You’re the expert on your retirement dreams. Our team of professionals is here to help you reach them. Wealth management
You’ve spent years working hard to provide for yourself and the people you love. There’s a word for what you’ve earned: wealth. You may not feel like a “wealthy person,” but you’ll need professional guidance and a comprehensive plan to protect and grow the nest egg you’ve built. MPM is here to help you plan, invest, and thrive.

10/26/2026

Do you have investment accounts at more than one firm? Many families set things up this way for added peace of mind, and that instinct makes sense.

When accounts are managed separately, some details can be easy to miss. Funds held in different places may overlap with one another, and capital gains distributions from those funds can arrive at tax time without much warning. Diversification depends on how your investments are allocated across the whole household, which can be hard to see when no one is looking at everything together.

If you have accounts in more than one place and would like a fresh look at how they fit together, we’re glad to talk it through.

This content is for informational purposes only and is not individualized advice.

Unless you already get Social Security benefits, Medicare doesn't start on its own at 65. Here's what actually determine...
10/23/2026

Unless you already get Social Security benefits, Medicare doesn't start on its own at 65. Here's what actually determines your start date. Full timeline in our latest post. Link in the comments.

This content is for informational purposes only and is not individualized advice.

A simple way to avoid any gap in Medicare coverage: sign up in the three months before your birthday month, not after. M...
10/21/2026

A simple way to avoid any gap in Medicare coverage: sign up in the three months before your birthday month, not after.

More on how the timing works in our latest post. Link in the comments.

This content is for informational purposes only and is not individualized advice.

This week is National Estate Planning Awareness Week, a helpful reminder to check whether your estate plan still reflect...
10/20/2026

This week is National Estate Planning Awareness Week, a helpful reminder to check whether your estate plan still reflects your wishes.

Estate plans are often written once and set aside. Over time, a marriage, a new grandchild, a move, or a change in tax law can leave documents and beneficiary designations out of step with what you intend.

To make that first review easier, we offer a short estate checkup questionnaire that takes just a few minutes on your phone or computer. Your answers produce specific recommendations, such as documents that may need updating, which we can review together if that would be helpful.

If you’d like to take it, send us a message here on Facebook with the word ESTATE and we’ll send you your link.

This content is for informational purposes only and is not individualized advice.

10/19/2026

If you’re approaching 65 and not yet receiving Social Security benefits, you’ll need to sign up for Medicare yourself. George explains the seven-month enrollment window around your birthday, how your sign-up timing affects when coverage begins, what may change if you or your spouse are still working with employer coverage, and what can happen if the window passes.

Our blog covers the full timeline, including what to watch for in Ohio. If you’d like to talk through how this applies to your own plans, you can reach our team at mpmwealth.com.

This content is for informational purposes only and is not individualized advice.

Same charitable intent, three different tax outcomes. Here's how a QCD, a donor-advised fund, and a direct gift compar...
10/16/2026

Same charitable intent, three different tax outcomes. Here's how a QCD, a donor-advised fund, and a direct gift compare. Link in the comments.

This content is for informational purposes only and is not individualized advice.

A qualified charitable distribution, a donor-advised fund, and a direct gift can all support the same cause. How each is...
10/14/2026

A qualified charitable distribution, a donor-advised fund, and a direct gift can all support the same cause. How each is structured can affect what the gift actually costs you.

Withdrawing from an IRA to fund a gift, rather than using a QCD, generally triggers ordinary income tax on the withdrawal first. A direct gift may produce no tax benefit if you do not itemize deductions. A donor-advised fund funded without a giving timeline in mind can leave money sitting invested longer than intended.

How a gift is structured can matter as much as the gift itself.

This content is for informational purposes only and is not individualized advice.

10/12/2026

Giving season is here, and how you give can matter as much as what you give.

In this video, we walk through three common ways to support the causes you care about: a qualified charitable distribution (QCD) from your IRA, a donor-advised fund, and a direct gift.

Each one works a little differently at tax time, and the right fit depends on your situation.
If you’re thinking about how to give this year, we’re happy to talk it through.

Visit mpmwealth.com to connect with our team.

This content is for informational purposes only and is not individualized advice.

If giving to charity is already part of your plan, your required minimum distribution can do double duty. A qualified ch...
10/09/2026

If giving to charity is already part of your plan, your required minimum distribution can do double duty. A qualified charitable distribution lets you send some or all of it straight to a qualified charity, and that amount comes out of your taxable income entirely. More on how QCDs and RMDs work together on the blog. Link in the comments.

This content is for informational purposes only and is not individualized advice.

10/08/2026

Some things to think about:

Where your income is actually going to come from, month to month.
When you’ll enroll in Medicare, and whether you need to do anything before you turn 65.
And a rough budget for the first year, since spending patterns often look different once the structure of a work schedule is gone.

Reach out at mpmwealth.com

Address

7429 International Drive
Holland, OH
43528

Opening Hours

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

Telephone

+14198611400

Website

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