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MPM Wealth Advisors

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Holland, OH
MPM Wealth Advisors

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Independent, family-owned, fiduciaries, focused on building relationships that last since 1995 When you call our office, you'll talk to a real person.

You deserve a financial advisor who cares about you, not just your money. You won't be sent through a routing service, and you won't get generic, cookie-cutter advice. You'll work with a team of advisors who care about you and the goals you want to achieve. There's always someone to answer your questions or set your mind at ease. We're a family-owned, independent firm, and we're fiduciaries—putting your interests ahead of our own every time. Our Focus:

Retirement planning
What does it take to retire right? It’s easy to get distracted and even a bit overwhelmed by the world of investments and financial planning, and mistakes can be costly. We sweat the details and do our research. You’re the expert on your retirement dreams. Our team of professionals is here to help you reach them. Wealth management
You’ve spent years working hard to provide for yourself and the people you love. There’s a word for what you’ve earned: wealth. You may not feel like a “wealthy person,” but you’ll need professional guidance and a comprehensive plan to protect and grow the nest egg you’ve built. MPM is here to help you plan, invest, and thrive.

11/02/2026

If giving to charity from your IRA is part of your plans this year, now is a good time to begin. A qualified charitable distribution, or QCD, must be completed by December 31, and checks written through an IRA QCD checkbook generally must be cashed by year-end. Starting before Thanksgiving leaves room for any delays along the way.

A QCD moves money directly from your IRA to a qualified charity, so the amount stays out of your taxable income. You need to be at least 70½ to qualify, and for 2026 you can give up to $111,000 per individual this way. If both spouses qualify, each can use their own limit.

Our new post covers who qualifies, how much you can give, and the timing to keep in mind before year-end. Read it here: https://www.mpmwealth.com/insights/blog/the-annual-gift-tax-exclusion?utm_source=copy&utm_medium=share&utm_campaign=the-annual-gift-tax-exclusion

This content is for informational purposes only and is not individualized advice. Tax outcomes depend on an individual’s circumstances. MPM does not provide tax or legal advice. Consult your tax professional before implementing any strategy.

11/02/2026

We hope your halloween was equally spooky and sweet! Last week, we had so much fun making jack-o-lanterns for the office. Which one is your favorite?

Remember: witchcraft is NOT a valid investment strategy!

This content is for entertainment purposes only and is not individualized advice.

10/30/2026

A household we worked with kept accounts in two places, thinking it meant more safety. Here's what a coordinated review found. Link in the comments.

This content is for informational purposes only and is not individualized advice.

10/28/2026

Answer: not necessarily!

In one case we reviewed, a household had multiple accounts, but when we looked at them together there was overlap and tax implications. Neither advisor had done anything wrong.

No one had simply looked at the full picture together. If you're not sure what your status is with multiple firms, that's a fair thing to ask about at your next review.

Names and details altered to protect client privacy. Individual results vary.

This content is for informational purposes only and is not individualized advice.

10/26/2026

Do you have investment accounts at more than one firm? Many families set things up this way for added peace of mind, and that instinct makes sense.

When accounts are managed separately, some details can be easy to miss. Funds held in different places may overlap with one another, and capital gains distributions from those funds can arrive at tax time without much warning. Diversification depends on how your investments are allocated across the whole household, which can be hard to see when no one is looking at everything together.

If you have accounts in more than one place and would like a fresh look at how they fit together, we’re glad to talk it through.

This content is for informational purposes only and is not individualized advice.

10/23/2026

Unless you already get Social Security benefits, Medicare doesn't start on its own at 65. Here's what actually determines your start date. Full timeline in our latest post. Link in the comments.

This content is for informational purposes only and is not individualized advice.

10/21/2026

A simple way to avoid any gap in Medicare coverage: sign up in the three months before your birthday month, not after.

More on how the timing works in our latest post. Link in the comments.

This content is for informational purposes only and is not individualized advice.

10/20/2026

This week is National Estate Planning Awareness Week, a helpful reminder to check whether your estate plan still reflects your wishes.

Estate plans are often written once and set aside. Over time, a marriage, a new grandchild, a move, or a change in tax law can leave documents and beneficiary designations out of step with what you intend.

To make that first review easier, we offer a short estate checkup questionnaire that takes just a few minutes on your phone or computer. Your answers produce specific recommendations, such as documents that may need updating, which we can review together if that would be helpful.

If you’d like to take it, send us a message here on Facebook with the word ESTATE and we’ll send you your link.

This content is for informational purposes only and is not individualized advice.

10/19/2026

If you’re approaching 65 and not yet receiving Social Security benefits, you’ll need to sign up for Medicare yourself. George explains the seven-month enrollment window around your birthday, how your sign-up timing affects when coverage begins, what may change if you or your spouse are still working with employer coverage, and what can happen if the window passes.

Our blog covers the full timeline, including what to watch for in Ohio. If you’d like to talk through how this applies to your own plans, you can reach our team at mpmwealth.com.

This content is for informational purposes only and is not individualized advice.

10/16/2026

Same charitable intent, three different tax outcomes. Here's how a QCD, a donor-advised fund, and a direct gift compare. Link in the comments.

This content is for informational purposes only and is not individualized advice.

Address

7429 International Drive
Holland, OH
43528

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14198611400

Website

http://www.mpmwealth.com/

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