# MASH Financial Planning

MASH Financial Planning is a Multi Family Office based in Jacksonville.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Jacksonville
- **Assets under management:** Undisclosed
- **Website:** https://mashfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/mash-financial-planning

## Regulatory record

- **CRD number:** 300937
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300937

## About

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.

## Sectors

- Families with Special Needs
- Small Business Owners
- Retirement Planning

## People

- Matt Riggins — CEO and Founder

## 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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Last updated: 2026-08-11T15:07:26.757Z

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