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MASH Financial Planning
Mash Financial Planning provides quality financial planning centered on transparency, efficiency, and trust. The firm takes a proactive approach, presenting...
Overview
Mash Financial Planning provides quality financial planning centered on transparency, efficiency, and trust. The firm takes a proactive approach, presenting information and plans in phases while educating clients. Pillars of service include families with special needs, small business owners, and retirement planning.
General information
Firm type
Multi Family Office
Location
City
Jacksonville
Principals
Matt Riggins
CEO and Founder
Sector focus
Frequently asked questions
What services does MASH Financial Planning offer?
MASH Financial Planning provides financial planning, portfolio management, retirement planning, and tax-efficient investment strategies for high-net-worth individuals. The firm operates as a fee-only RIA, meaning it charges a flat fee or percentage of assets under management rather than commissions. No specific services breakdown has been published beyond these general categories.
How does MASH Financial Planning invest client assets?
The firm uses a diversified investment approach that includes publicly traded securities, fixed income, and alternative investments, with an emphasis on tax-efficient vehicles like municipal bonds. MASH Financial Planning does not disclose specific fund managers, direct holdings, or co-investment opportunities. The lack of public portfolio data prevents a detailed analysis of its asset allocation.
What is the minimum investment to work with MASH Financial Planning?
No minimum investment threshold has been publicly disclosed by MASH Financial Planning. Many RIAs set minimums of $500,000 or more, but firms also offer services without formal minimums. Without an official communication, the minimum cannot be confirmed.
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