The MilWealth Group LLC

McCarthy Grittinger Financial Group (MG Financial Group) is a **financial planning** and investment advisory firm that specializes in providing **investment advisory** and financial planning services for individuals and families. Founded in **1995**, MG Financial Group's core service is ongoing **investment management**, which is complemented by a **financial planning approach**. The firm also offers general counsel in financial, tax, retirement, insurance, and estate planning. Operating as an independent, fee-only firm, MG Financial Group prioritizes **trust** as it exclusively serves individuals, not institutions, endowments, or retirement plans. The firm emphasizes its fiduciary responsibility, underscoring their commitment to client interests. Disclaimer: MG Financial Group does not approve or endorse any third-party communications on this site.