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    MPM Wealth Advisors

    Plan. Invest. Thrive. A fee-based, fiduciary retirement planning advisor in Toledo, OH since 1995.

    7429 International Dr Ste A
    Holland, OH 43528
    Office: +1 419-861-1400
    Toll-Free: 800-814-1706
    info@mpmwealth.com
    Mon–Fri: 9:00 am–5:00 pm

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    About

    • Our Team
    • Our Process
    • Our Fees

    Who We Serve

    • Pre-Retirees
    • Recently Retired
    • Professionals & Employees
    • Business Owners & Executives
    • Widows & Widowers
    • Endowments & Businesses

    Services

    • Wealth Management
    • One-Time Financial Planning
    • Retirement Income Planning
    • Social Security Planning
    • Tax Planning
    • Estate Planning Coordination
    • Investment Management
    • Insurance & Risk Management
    • Charitable & Legacy Planning

    Tools & Insights

    • Financial Fitness Check
    • Blog
    • Resources
    • Customer Stories

    MPM Wealth Advisors is a Registered Investment Adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply any level of skill or training. Advisory services are offered only to clients and prospective clients in jurisdictions where MPM is registered or exempt from registration.

    The content on this website is for informational and educational purposes only and is not intended as investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any security. All investments involve risk, including possible loss of principal. Investment products are not FDIC insured, not bank guaranteed, and may lose value. Past performance is not indicative of future results.

    Check the background of investment professionals on FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure website.

    © 2026 MPM Wealth Advisors. All rights reserved.
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    Tools & Insights

    Customer Stories

    01

    Legacy Planning: Coordinating Beneficiary Designations to Maximize Family and Charitable Impact

    A retired couple wanted to leave a meaningful inheritance and support the causes they cared about. Coordinating beneficiary designations with each asset's tax treatment helped both goals work together.

    02

    The Hidden Cost of Multiple Advisors: How a Retired Couple Discovered That More Advisors Didn't Mean More Diversification

    A retired couple believed spreading assets across several advisors made them safer. A coordinated review found the opposite: overlapping holdings, higher costs, and unnecessary taxes.

    03

    Learning to Spend: How One Retiree Tackled Spending Guilt and a Hidden Medicare Surcharge

    One new retiree felt guilty spending her own savings, and didn't realize her Medicare premiums still reflected her old salary. Here's how both got resolved.