Our Company

MWM FINANCIAL

Your Financial Planning Firm

MWM Financial was founded in 2016 by Thomas A. Musumeci after 21 years in the financial services industry.

The mission of MWM Financial 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. Our firm association has evolved over the years, but our values and commitment to clients have remained the same.

We are proud of our Representative family for the professional services they provide, but more importantly, for the good people they are.

LPL Financial

Our Broker/Dealer and RIA

MWM Financial is proud to partner with LPL Financial 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.