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.
MSM Advisory, LLC is a Registered Investment Advisor. Mary represents the Investment Advisor, MSM Advisory, LLC, in investment advisory services.
Mary is licensed in General Lines Insurances, in the state of Texas as well licenses for Life Insurance in the states of California and North Carolina.
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.
Plan to Meet Your Goals
5 Domains in a Financial Plan
The Path to Success
A Comprehensive Approach
Stay on Course
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.