Matt Mohning headshot

About MSM Financial

Matt Mohning, a personal Chief Financial Officer (CFO) for busy professionals.

Matt founded MSM Financial because he firmly believes a holistic personal finance approach delivers the best results for you. He also believes clients deserve a transparent, fee-only model that puts them first. 

CPA + Financial Advisor

Matt is an experienced financial professional with over twenty years of experience spanning the private and public sectors. He has been a CPA at an international accounting firm and a policy advisor to the Chairman of the U.S. Senate Budget Committee. 

MSM was born after Matt returned to Minnesota from Washington, D.C. He started MSM Financial in 2015 as a CPA firm and shortly thereafter partnered with a financial services firm to add financial advising. This experience opened Matt’s eyes to the broken financial services industry – with a heavy focus on selling products that generate large paydays for the advisors and finance companies at the expense of their clients.

 
Man working on finances on tablet screen

Experienced Finance Professional

Matt’s past credits include: time as a CPA at an international accounting firm, and service as Policy Advisor to Chairman of the U.S. Senate Budget Committee

All-in-One CPA, Financial Planning & Investment Management Advisor

MSM Financial is different. MSM Financial became an independent Registered Investment Advisory (RIA) firm in 2018 – fully integrating the tax capabilities of the CPA firm with the financial planning and investment management functions of the RIA firm. This has enabled Matt to offer his vision of what he believes a personal financial services firm should do for clients – provide holistic, comprehensive financial advice on all the pieces of your financial life with a transparent fee.

Matt would welcome the opportunity to talk with you about your situation and about how the MSM model could help you take control of your personal finances. 

 

We are different

MSM Financial provides holistic, comprehensive financial advice on all the pieces of your financial life with a transparent fee.