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MSM Advisory, LLC

A Strategic Financial Planning & Advisory Firm for Creating & Managing Wealth

Mary S. McMahon

Founder and Managing Member of MSM Advisory, LLC.

Mary is a CFP® Professional, RICP®, an award-winning financial services professional who practices financial planning for a fee.

Mary is also a Registered Investment Advisor and licensed in General Lines Insurances, both in the state of Texas.

Mary is licensed in Life Insurance in California.


Live Richly.

We believe your money and your time matters.

That the way your money and time are invested should be a reflection of what you care deeply about.

  Integrity, Alignment, and Communication are our highest values.

Tropical Island

What Matters?

Plan to Meet Your Goals

Eiffel Tower Paris

5 Domains in a Financial Plan

The Path to Success


A Comprehensive Approach

Ancient Coins

Stay on Course

Expert Guidance

Analysing the Numbers

This website is intended for general educational purposes. The opinions expressed and material provided are for general information only and should not be considered a solicitation for the purchase or sale of any security, insurance product, or financial planning. Nor should opinions expressed and material provided for general information be considered specific financial advice in regard to your individual situation. Financial planning and advisement is given specific to your individual situation when a working engagement has been agreed upon by all parties in writing.

The information in this material is not intended as tax or legal advice. Please consult tax and legal professionals for specific information regarding your individual situation.