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Why MGA?

Independent and Fiduciary

We put you first at MGA. Since we are an independent firm, we have the freedom to find the best investment option that is right for you. Furthermore, our fiduciary standard is always at the heart of our advice. We have a duty put your best interests before our own.

ESG Managed Investing

We can help you select investments that align closely with your values. By evaluating a firms conscientiousness   regarding Environmental impact, Social factors, and Corporate Governance, we can add another critical to lens to your investment choices.  

Team-Based Process

At MGA, our dedicated advisors, life coach, and administrative staff  are committed to giving you the highest level of service and help you reach your unique goals.  The entire team at MGA Wealth Management is invested in your Health, Wealth, and Happiness. 

Holistic Approach

Your financial situation is only one part of you. We take a holistic approach financial planning by not only looking at your finances, but also your goals and values, what is most important to you, and what you wish to leave as your legacy. Our advisors and life coach are here to help you realize your dreams. 

Download Our "Don't Panic" Ebook!

COVID-19's effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.