Planning with a Purpose
Tailored Wealth Management
At the Mawby Brigeman Group, we combine our investment philosophy and experience with state-of-the-art tools in order to provide our clients with strategies that meet their specific needs. Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Michael Mawby Founder, Investment Strategist
John Conry Advisor, Investment Strategist
Brittan Leiser Advisor, Investment Strategist
Matthew Brigeman Advisor, Investment Strategist
Our ProcessOur three-part process is create strategies that are tailored to your goals.
Our TeamWe're prepared to guide you through life's transitions.
LET'S MEET!Our ValuesWe operate our business with ethics and integrity.
READ MORETools & ResourcesExplore our suite of world-class resources.
EXPLORE OUR TOOLS
Our DifferenceCollectively, our team has over 70 years of experience serving the needs of those in the financial space. We understand that you have unique goals for your future, and you need comprehensive and innovative solutions to help you achieve them. Before we offer solutions, we listen to you carefully and develop a clear understanding of your goals and priorities for your life, your business and your family. Then, we will work together to develop a plan to help you reach the height of your success.
Clear Vision & DirectionOur dedicated team of skilled professionals has decades of experience. We utilize the most up-to-date technology while simultaneously communicating our strategy & results in a way that is relevant and easy to understand.
We go with you, wherever the road of life takes you.We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.