Broker Check

About Us

Firm Operations

An invisible wall exists between Money Management Advisory, Inc. and a client’s money.

One of the questions that investors have with people who manage their money is the concern that the advisor could run off with some of the investment.

We understand the concern and want to discuss how, as an investor with Money Management Advisory Inc., you are protected.

First, we never allow an investor to write a check to Money Management Advisory – checks are always written to the investment company. Second, the investment company holds the funds – Money Management Advisory, Inc. never holds the funds. Third, the customer receives a confirmation immediately showing the receipt of the funds and Money Management Advisory receives a copy of that confirmation. Fourth, all checks are distributed from the investment company – no money flows to Money Management Advisory, Inc.

Benefits:

  • Meetings with Your Investment Advisor, no charge
  • Quarterly Newsletter
  • Special Bulletins
  • Investment Planning Workshops
  • Professional referral Program
  • Estate Planning Services
  • Phone Conversations

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