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About Us

MV Capital Management and LPL Financial

Our Primary Purpose

The MV Capital Management team has over 60-years combined experience working in the investment and financial services industry. Our team provides a full range of financial services such as; investment management, retirement plan consulting, tax management and estate planning, in addition to college planning and long-term care insurance planning. Our team has the tools that seek to meet specific client needs and outline paths that pursue your financial goals..

Our affiliation with LPL Financial provides our team with robust resources related to; Objective Market Research, Compliance Oversight, Innovative Technology and Ongoing Practice Consulting and Training. LPL Financial is one of the nation’s leading financial services companies. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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