MG Financial LLC
SEC RegisteredExpert advice, personalized service, and durable solutions.
About the firm
MG Financial is an independently owned and operated wealth management firm based in Braintree, Massachusetts, founded in 1996 by Mary E. Gilligan, Esq. The firm combines asset allocation and manager selection skills with comprehensive wealth management solutions including financial planning, tax and estate planning, and trust services. MG Financial is paid directly by clients and does not engage in commissions or shared fee arrangements.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, tax planning, estate planning, philanthropic strategies, corporate compensation management, trust services, risk management, cash flow management, and business planning.
Who they serve
High-net-worth individuals, their families, and private foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $6.6M |
| High Net Worth Individuals | 86 | $1.0B |
| Pension/Profit Sharing Plans | 21 | $93M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 0.90% |
| Next $3,000,000 | 0.85% |
| Next $5,000,000 | 0.75% |
| Assets above $10M | 0.50% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MG Financial LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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