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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

CONTACT MICHAEL

John Conry
Advisor, Investment Strategist

CONTACT JOHN

Brittan Leiser
Advisor, Investment Strategist

CONTACT BRITTAN

Matthew Brigeman
Advisor, Investment Strategist

CONTACT MATTHEW

Our Process
Our three-part process is create strategies that are tailored to your goals.

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Our Team
We're prepared to guide you through life's transitions.

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Our Values
We operate our business with ethics and integrity.

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Tools & Resources
Explore our suite of world-class resources.

EXPLORE OUR TOOLS

Our Difference
Collectively, 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.

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Clear Vision & Direction
Our 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.

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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.