MPM Wealth Advisors is based in Holland, a 10-minute drive south of Sylvania down McCord Road. Many of the families we serve live in Sylvania, Sylvania Township, and Ottawa Hills, and have for generations. Our work is the same wherever you live in Northwest Ohio: a fee-based, fiduciary plan that coordinates retirement income, taxes, Social Security, Medicare, investments, estate, and insurance into one picture.
How we help Sylvania families
- Pre-retirees 5–10 years out: Roth conversion ladders, Social Security claiming strategy, and pressure-testing the retirement date.
- Recently retired: building your monthly paycheck from multiple accounts in the most tax-efficient order.
- Sylvania City Schools and Northview/Southview educators with STRS Ohio benefits: PLOP elections, partial lump-sum analysis, and Medicare Connector coordination.
- Public-sector employees in Lucas County with OPERS pensions: Traditional, Member-Directed, or Combined plan modeling before you elect.
- ProMedica, Mercy Health, and University of Toledo employees navigating 403(b) and 457(b) coordination.
- Families inheriting from a Sylvania parent or grandparent: SECURE Act 10-year rule, stepped-up basis, and integrating the inheritance into the household plan.
Local, fiduciary, and credentialed
MPM has been a Toledo-area firm since 1995. We're raising kids here, going to church here, serving on local boards, and active in Sylvania-area schools, the Metroparks, and Toledo-area nonprofits. As a fee-based fiduciary, we're paid by you to act in your interest — we don't earn commissions on the investments or insurance products we recommend (and on the rare occasion an insurance product is the right tool, we tell you up front).
Getting to our office from Sylvania
Our office is at 7429 International Dr Ste A, Holland, OH 43528 — about 10 minutes from downtown Sylvania via McCord Road and Airport Highway. Free parking on site, and we always have coffee on.