MtM Financial Group

Financial ServicesPennsylvania, United States11-50 Employees

MtM Financial Group operates in the financial services sector, delivering comprehensive financial guidance to clients through a team of professionals who coordinate across a broad spectrum of topics to support clients’ financial goals. Based in Bethlehem, Pennsylvania, the firm emphasizes a holistic approach that blends strategic planning, tactical execution, and technology concepts to help clients reach important financial milestones. The organization also extends its reach through multimedia and print channels, hosting More Than Money radio and TV programs and publishing a monthly financial newsletter and white papers. Its services are offered to individual clients, with advisory and tax-related support provided by MtM Financial Group, while securities are provided through a partner firm, Strategic Financial Alliance Inc., under a structure that clarifies the roles of registered representatives and investment advisor representatives. The company positions itself as a local, professional resource for financial planning and guidance, operating within a regulated framework that includes disclosures about investment risk and the separation of tax advice from certain other services.

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