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INDEPENDENT As an independent firm, we can objectively offer you access to dynamic financial services and strategies. Learn More POWERFUL As our client, you receive the support of large-scale resources and affiliations. Learn More PERSONAL We are passionate about building authentic relationships with our clients because we believe that you deserve financial strategies just as unique as you are. Learn More

A SOLID HISTORY

We started with a mission.

The year was 1960. The city: Orlando. The two guys were Tony Misho and Steve Reich, a couple of young successful Columbia University grads with a hunger to expand the Planned Estates product they had developed.

A COMPREHENSIVE APPROACH

We're in this for the long-haul.

Quick fixes, untested methods, and short-term solutions aren't in anyone's best interest. So instead, our team approaches every financial situation with a comprehensive, long-term goal that is personalized just for you.

BUSINESS AND PERSONAL SERVICES

We help plan for your success.

Our personalized approach is powered by the strategies and services we offer for both personal and business planning. Once we’ve determined an appropriate strategy for your situation, we will support you through every step of the implementation process.

A DEDICATED TEAM

We use our experience for your benefit

As a multigenerational firm, we've staked our reputation on the value our team brings. This is why you can be confident that some of the best minds in the industry are on your side, diligently working toward your goals.

Industry news and insight - direct from our team.

A COMMITMENT TO COMMUNITY

We are proud to support our community.

WINTER PARK 201 W. Canton Ave #150
Winter Park, FL 32789
(407) 699-1515
ORLANDO 800 Magnolia Ave Ste 1825
Orlando, FL 32803
(407) 246-1515

Are you ready to get started with MPC?