MacMunn Financial Management, Inc.
Information by Research TrustFinance
Founded in 1999, MacMunn Financial Management, Inc. is a Registered Investment Adviser (RIA) based in Tampa, Florida. The firm operates as a fiduciary, committed to providing objective financial planning and investment management services tailored to the individual goals of its clients. As a "fee-only" firm, their compensation comes directly from clients, not from commissions on financial products, which is intended to align their interests with those of their clients and avoid conflicts of interest. Their core mission is to offer personalized wealth management strategies with a focus on long-term financial security.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial