# MHS Advisory Services

MHS Advisory Services is a Bank / Wealth / Trust based in Maple Grove, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Maple Grove, United States
- **Region:** North America
- **Address:** Maple Grove, MN, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** mhscos.com
- **LinkedIn:** https://www.linkedin.com/company/mhs-advisory-services-l.-l.-c.

## Regulatory record

- **CRD number:** 174590
- **SEC file number:** 801-80877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174590

## About

Launched in 2015, MHS Advisory Services operates from a single office in Maple Grove, Minnesota. The firm holds itself out as a planning-centric wealth manager, channeling client assets into individually managed portfolios while bridging the protection gap through a parallel insurance brokerage. Its client base spans individuals, trusts, estates and business entities, reflecting the composite planning needs of Midwestern households and closely held enterprises. MHS structures engagements around its integrated planning and investment function, which spans portfolio construction, retirement-income modeling and risk transfer. Public disclosures confirm the firm arranges term life, whole life, long-term care, health, dental, disability and variable life insurance alongside annuity placement. The strategic footprint is entirely domestic, anchored in the Twin Cities metropolitan area. The firm frames its investment process around minimizing financial concerns and maximizing asset protection — a conservative posture that prioritizes capital preservation and insurability over directional market calls. Scale remains undisclosed: MHS does not publish assets under advisement or advisor headcount. Its compliance disclosures reference a standard FINRA BrokerCheck registration, and its website directs prospective clients to the same regulatory history. The firm’s website architecture groups its services under a single corporate shell — MHS Companies — with no evident sub-brands or adjacent philanthropic vehicles. No recent fund launches, personnel additions or secondary office openings have been announced publicly in the last 24 months. MHS’s structural distinction lies in its fusion of a pure fiduciary planning framework with a captive insurance distribution channel. Rather than outsourcing risk management to a third-party brokerage, the firm keeps insurance placement in-house. This architecture allows it to coordinate asset-liability matching across a household’s investment portfolio and its insurance coverage without inter-firm data friction — a bundling that larger wirehouses typically fracture across separate legal entities.

## Sectors

- Insurance
- Financial Services

## Questions

### How does MHS Advisory Services integrate insurance with investment management?

MHS operates in-house insurance brokerage and investment advisory functions under the same corporate umbrella — MHS Companies. Its public disclosures show it arranges term life, whole life, long-term care, health, dental, disability and variable life insurance alongside portfolio management. The firm frames this integration as a way to coordinate asset-liability matching across a client’s investment portfolio and insurance coverage without relying on external brokers.

### What is MHS Advisory Services’ investment philosophy?

MHS’s stated mission is to provide personalized investment advice that minimizes clients’ financial concerns and maximizes asset protection. The firm’s marketing emphasizes a planning-first approach that subordinates product selection to a client’s overall financial plan, with a conservative tilt toward capital preservation rather than aggressive growth.

## Related profiles

- [MHR Fund Management](https://altss.com/profile/mhr-fund-management)
- [MHS Capital Partners](https://altss.com/profile/mhs-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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