Insights

Fiduciary Retirement There is a clear focus on fiduciary services for corporate plans, suggesting a potential sales angle to secure partnerships with mid-market employers seeking compliant, unbiased retirement solutions.

Boutique Scale With a small team and revenue in the lower mid-range, Masters Consulting Group represents a targeted entry point for advisory services and value-added offerings to employers before expanding to larger plans.

Retirement Expertise Over 25 years of retirement asset management experience positions the firm as a trusted advisor for long-term investing strategies, creating opportunities to upsell education programs, plan design optimization, and participant engagement tools.

Tech Stack Utilizes common digital infrastructure (Moat, Google Analytics, Cloudflare, Nginx) which indicates potential openness to scalable digital marketing, data-driven targeting, and secure advisory platforms to reach HR leaders and plan sponsors.

Revenue Signals Revenue in the 10–25 million range alongside a focus on corporate retirement plans suggests opportunities to cross-sell related advisory services, compliance support, and education resources to mid-market clients already investing in retirement programs.

Masters Consulting Group Tech Stack

Masters Consulting Group uses 8 technology products and services including Moat, Google Fonts API, jQuery, and more. Explore Masters Consulting Group's tech stack below.

  • Moat
    Analytics
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers
  • AddThis
    Widgets

Masters Consulting Group's Email Address Formats

Masters Consulting Group uses at least 2 format(s):
Masters Consulting Group Email FormatsExamplePercentage
First.Middle.Last@mcglpl.comJohn.Michael.Doe@mcglpl.com
100%

Frequently Asked Questions

What is Masters Consulting Group's phone number?

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You can contact Masters Consulting Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Masters Consulting Group's official website and social media links?

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Masters Consulting Group's official website is mastersconsultinggroup.com and has social profiles on LinkedIn.

How much revenue does Masters Consulting Group generate?

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As of July 2026, Masters Consulting Group's annual revenue is estimated to be $10M - $25M.

What is Masters Consulting Group's SIC code NAICS code?

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Masters Consulting Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Masters Consulting Group have currently?

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As of July 2026, Masters Consulting Group has approximately 8 employees across 2 continents, including North AmericaSouth America. Key team members include Socio Director: R. A. C. M.. Explore Masters Consulting Group's employee directory with LeadIQ.

What industry does Masters Consulting Group belong to?

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Masters Consulting Group operates in the Financial Services industry.

What technology does Masters Consulting Group use?

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Masters Consulting Group's tech stack includes MoatGoogle Fonts APIjQueryHSTSCloudflare Bot ManagementGoogle AnalyticsNginxAddThis.

What is Masters Consulting Group's email format?

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Masters Consulting Group's email format typically follows the pattern of First.Middle.Last@mcglpl.com. Find more Masters Consulting Group email formats with LeadIQ.
Masters Consulting Group logo

Masters Consulting Group

Financial ServicesOhio, United States2-10 Employees

Masters Consulting Group is a financial services firm based in Chardon, Ohio, with a focus on retirement asset management for corporate plans and individual long-term investing. Drawing on more than 25 years of experience, the company emphasizes fiduciary conduct for corporate retirement plans and offers a range of investment guidance, education, and personalized counsel aimed at meeting the objectives of both employers and their employees. Its services are delivered through securities and advisory offerings, with affiliation to LPL Financial, and the organization positions itself to provide unbiased investment options within a fiduciary framework.

The firm serves clients seeking retirement strategy development and ongoing asset oversight, seeking to align plan design and employee education with retirement goals. As a small professional team, Masters Consulting Group operates within the financial services industry and notes its ability to act as a fiduciary for corporate plans. The company’s website provides information on states of registration and related disclosures." } ) } } } ) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}} } } }} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}}} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}}}}} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}  } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}}}}  } } } } }  }  } 1} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}. } } } } } } } } } } } } } } } } } } } } } } } } } } } }}  } } }  } } } } } } } } } } } }  } } } } } } }  } }  } } }  }  }  } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } }}}  } } } } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } }}}  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }}  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Masters Consulting Group's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Masters Consulting Group's revenue is estimated to be in the range of $10M - $25M

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