MPS-LORIA FINANCIAL PLANNERS,LLC
SEC RegisteredMPS LORIA is committed to helping families and business owners grow, manage & protect their wealth.
About the firm
MPS LORIA Financial Planners, LLC was established in 1999 as an independent advisory firm offering objective, fiduciary-based advice to families and business owners. The firm has grown to a mid-sized wealth management firm offering high-quality services with a personal, client-centric approach. Its team includes Financial Advisors, Private Wealth Planners, Accredited Investment Fiduciaries, CPAs, and a Certified Employee Benefit Specialist.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers Private Wealth Planning, Investment Management, Benefits Advisory Services, Administrative Services, Business Services (including pension advisory/retirement plan consulting), Family Governance, and a Financial Education Program.
Who they serve
Families and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 489 | $153M |
| High Net Worth Individuals | 190 | $673M |
13 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $999,000 | 1.25% |
| $1 million - $2,999,999 | 1.00% |
| $3 million - $4,999,999 | 0.75% |
| $5 million+ | 0.00% |
Data as of February 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. MPS-LORIA FINANCIAL PLANNERS,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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