M & P Personal Financial Planning
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​Investment Management: Institutional Thinking for Individual Investors
​We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:
 
Deep understanding
Before we invest any money, we determine a client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments.  Only then do we consider asset allocation and diversification.
 
Disciplined portfolio construction
Based on Modern Portfolio Theory and the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.
 
Rigorous oversight
Once we have implemented a client’s investment strategy, we provide ongoing oversight and make changes as necessary.

It Starts with a Conversation

To learn how you can benefit from wealth management based on integrity and experience,
please contact us or call (614) 316-3522.

CONTACT US
Kevin Mahan CFA CPA/PFS
Principal
M&P Personal Financial Planning

4029 E. Broad St.
Columbus, Ohio 43213
(614) 316-3522
[email protected]

Why CPA/PFS Designation?

CPA/PFS Helping You Realize Your Financial Goals
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Advisory Services offered through Change Path, LLC an Investment Advisor. M & P Personal Financial Planning and Change Path, LLC are not affiliated.

​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

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