"We help people make personal financial decisions. We charge by the hour or the project - no products, or commissions of any kind."

We help you make the most of the only life you have by giving you:
• Confidence in achieving the goals you uniquely value,
• While avoiding undue sacrifice to your lifestyle,
• And avoiding unnecessary investment risks.

Isn't it time for a Certified Financial Planner who puts your interests first?

Client Forms

Confidential Questionnaire

When we meet for our Get Acquainted Meeting, we'll review the important information you provide via this Confidential Questionnaire. Please click on the following link and print the form:

Download Form

Firm Brochure (Parts 2A and 2B of Form ADV)

As registered investment advisors we are required to provide prospective clients our form ADV Part 2 at the beginning of an engagement and make copies available to all clients at least annually. Please click on the following link and print the form:

Download Form

Money Professionals Group (MPG) is a Registered Investment Advisor located in the state of Florida. MPG is in compliance with current registration requirements for this type of business in the state of Florida. MPG may only transact business in Florida or a state where it qualifies for an exemption or exclusion from registration requirements. Money Professional's website is limited to the dissemination of general information pertaining to investment advisory services. Accordingly, MPG does not, and will not, effect or attempt to effect transactions of securities, or the rendering of personalized investment advice for compensation over the Internet.