JMG Financial Group, Ltd.
JMG Financial Group is one of the largest independent fee-only financial planning firms in the Midwest. We offer comprehensive financial planning and investment advisory services to financially successful individuals, including corporate executives, business owners, and others. Our goal is to help our clients make consistently smart financial decisions by coordinating company benefits, investments, and tax strategies.
Our clients typically have investment assets in excess of $1 million and are looking for an ongoing relationship with an experienced organization. Our firm has 12 advisors and more than 40 full-time employees. Each of our advisors has more than 10 years experience in the industry.
We also provide investment advisory services to 401(k) plans with assets between $1 million and $30 million.