Our Company

MWM FINANCIAL LLC Your Financial Planning Firm MWM Financial LLC was founded in 2016 by Thomas A. Musumeci after 21 years in the financial services industry. The mission of MWM Financial LLC is to provide each client and family with the highest level of attention and care to their unique financial needs, and to provide the most suitable solutions possible towards achieving their goals.
INVESTMENT ADVISORS FINANCIAL GROUP, LLC IAFG - Our Family of Advisors Investment Advisors Financial Group, LLC represents an association of some of the finest advisors in the business. Our original Broker/Dealer, Investment Advisors & Consultants, Inc., was founded in 1979 by Thomas E. Musumeci with the goal of providing investment advice to anyone who needed help. In 1981, Joseph C. Parsons joined IAC as a full partner, and together they built a dynamic, full-service Broker/Dealer. Investment Advisors joined Royal Alliance Associates, Inc. in December 2006, and is currently one of its largest RR groups. We are proud of our Representative family for the professional services they provide, but more importantly, for the good people they are.
ROYAL ALLIANCE ASSOCIATES, INC. Our Broker/Dealer and RIA MWM Financial LLC is proud to partner with Royal Alliance Associates, Inc. as our Broker/Dealer and Registered Investment Advisory Firm. They offer premier technologies, compliance, and solutions required to help support our company, all while allowing us to maintain the autonomy of an independent firm. Everything Royal Alliance offers is provided in accordance with what has been their trademark for a half-century: a unique and empowering culture, defined by relationships based on mutual trust, loyalty and integrity.
OUR CLEARING FIRM Our Brokerage Clearing Firm If you have a brokerage account, you will see National Financial Services (NFS) on your statement. A division of Fidelity Investments, National Financial Services is the largest brokerage platform in the industry, with over $5 trillion in assets under administration. NFS provides clearing and custody services for all of our brokerage accounts, including all of our portfolios in the IAAM platform.