Migration Wealth Management, LLC is an SEC-registered investment adviser (RIA) founded by Jason R. Maughan, CFP®. The firm operates as a fee-only fiduciary, meaning it is legally obligated to act in the best interests of its clients and is compensated directly by them, not through commissions on product sales. They specialize in creating comprehensive and personalized financial plans, offering services that include investment management, retirement planning, and holistic wealth management for individuals, families, and high-net-worth clients.

Founded in

United States