Our Services

As an independent advisor, you have the freedom to do what’s best for your business and your clients. At MBM Wealth Consultants, advisors are able to fully benefit from the ownership of their practice while minimizing the day-to-day distractions of business operations. MBM offers plan-based solutions designed to drive growth and maximize business value.

Transition Support

Making a transition comes with a lot of questions. Whether you’re joining our team or selling your practice, MBM has a proven turnkey process with an experienced team and well-defined procedures that are here to assist.

Written project plan that outlines the process and set deadlines to increase efficiency.
A transition manual that details each area of the project plan to minimize confusion.
Dedicated transition team to ensure a seamless client experience

Investment Management

MBM offers cost-effective asset management with highly customizable portfolios that ensure you can focus on client relationships instead of day-to-day market movement.

Investment committee ran by a CFA®
Customized portfolios with individual securities and ETFs
Client approved investment presentation
Client approved fact sheets for each model

Legal & Compliance

Keeping up with compliance and regulations can be a time-consuming task. Our in-house compliance team works cooperatively with you so you have more time to focus on your clients.

In house compliance for dedicated advisor support
Written manual
Data security plan
Continuity plan
Client billing
13F-filings

TrueCOST Analysis

We know you want to maximize the value of their business. At MBM, we will take the time to show your current revenue and expenses to calculate your true profitability.

Written analysis of the current payout and expenses to develop a true measure of profitability.

Practice Management

MBM focuses on providing you with the best available tools and resources to help manage your practice effectively, accelerate business growth, and create a better work/life balance.

Written system's manual that is fully integrated into a client relationship management system.

Automated workflows.

Customized task templates.

Succession Planning

You’ve spent your career building a profitable business. MBM works with you to customize a written succession plan that will minimize the impact on your clients while maximizing the value for you.

Written and funded by-sell to protect the value of your business in the event of death or disability.
Ability to sell all or a portion of your business for cash and/or equity in MBM.

Technology Suite

At MBM, you are able to leverage our technology resources that allow for clean data management and integrated systems that help your business run smoothly.

Full time IT staff.
Branded client onboarding process.
Social Security Analyzer
Retirement Income Planner
TrueCOST Analysis
Secure File Sharing

Systems Management

Sometimes things can get delayed because of processes that are not organized. From day one, we provide an open architecture platform that allows your team to integrate top fintech solutions that enhance the experience for both you and your clients.

Dedicated operations and technology team to customize solutions as your practice grows.

Risk Assessment

The risks to your business seem to grow with each passing year. MBM tracks the latest developments regarding your licenses, continuing education, regulatory updates, and legislation changes to ensure your business is always protected.

License monitoring and renewal.
Certification monitoring and renewal.
Continuing education tracking.
Regulatory updates.
Legislation monitoring.

Legal & Compliance

Keeping up with compliance and regulations can be a time-consuming task. Our in-house compliance team works cooperatively with you so you have more time to focus on your clients.

In house compliance for dedicated advisor support
Written manual
Data security plan
Continuity plan
Client billing
13F-filings