Who We Are
For over 20 years, McCarthy Grittinger Financial Group (MG Financial Group) has provided investment advisory and financial planning services for individuals and families. Our primary, fee-only service provides ongoing investment management for over $250M in client assets leveraging our proven financial planning approach.
What We Do
Founded in 1995, McCarthy Grittinger Financial Group is an independent financial planning and investment advisory firm in Southeastern Wisconsin. We provide our clients with services in key areas of their personal financial lives: Financial Planning, Tax Analysis & Investment Management. This approach allows us to craft better financial options and deliver more integrated decisions to our clients.
Click the get started button to schedule a no-obligation meeting with us. You will learn how we can help you build a custom tailored plan for your needs that encompasses all aspect of finances that will help set you up for financial success!