MPM WEALTH ADVISORS
SEC RegisteredYou've worked hard. Now, Retire right.
About the firm
MPM Wealth Advisors is a family-owned, independent, fiduciary advisory firm founded by Bryan Ohm and G. Thomas Damasco after they worked at major brokerage firms and saw firsthand how client interests can be overlooked in pursuit of profits. The firm takes a holistic, team-based approach to retirement planning and wealth management, putting clients' interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
MPM offers retirement planning, wealth management, investment consulting, investment management, financial planning, strategic tax planning, insurance (life, long-term care, annuities), trusts and estate planning, advanced planning (legacy, succession, charitable giving), and relationship management drawing on a network of accountants, attorneys, and Medicare specialists.
Who they serve
Individuals planning for or in retirement, as well as multiple generations of families seeking wealth management and legacy planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 757 | $277M |
| High Net Worth Individuals | 337 | $708M |
| Charitable Organizations | 2 | $5.3M |
| State/Municipal Entities | 3 | — |
1,118 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MPM WEALTH ADVISORS 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.