IT’S YOUR MONEY. YOU’VE EARNED IT.
WE’LL HELP YOU KEEP IT FOR WHAT REALLY MATTERS.

The success or failure of your investments should not dictate your goals. Sadly, this is how many people and financial professionals approach investing. The tail ends up wagging the dog! At MBM Wealth Consultants, we believe money is only a tool to help achieve your goals. Therefore, we work to understand your life missions and customize investment strategies to support them.

We don’t start relationships with conversations about risk and return. All too often the start of advisor relationships turns to how much money do you have, how much risk are you comfortable with, and here is what your allocation should be. Clients tend to have greater success by determining how much risk they need to take to achieve their goals in their stated time frame. This helps ensure the proper amount of risk is taken.

Our Plan Based Investing strategies are as
personal and unique as the individuals we serve.

Plan Based Investing begins with a customized financial plan using our proprietary Pathfinder Process. Getting to know you and your financial expectations, we calculate your Family Index (the rate of return needed to achieve your goals in the desired timeframe) to guide MBM’s goal-based asset management.

No matter how life changes,
your financial stability shouldn’t.

Your financial plan is more than a collection of growth and income strategies, allocations, investment options, and risk tolerance. It is your comprehensive playbook. The success of your investment plan and wealth management returns are measured against your personal wealth strategy, not against industry averages. This gives our clients peace of mind knowing what market fluctuations mean in relation to their goals.