ABOUT MCM FINANCIAL GROUP
At MCM Financial Group, we believe successful financial planning is about more than investments—it’s about building a coordinated, forward-looking strategy that helps you build, preserve, and confidently enjoy your wealth.​
Based in Newport Beach, California, we provide full-service financial planning for business owners, high-income professionals, retirees, and families seeking clarity around retirement, taxes, income planning, and long-term wealth preservation.​ Our approach integrates investment management, tax-aware planning, retirement income strategies, and ongoing advisory support into a comprehensive financial roadmap supported by progressive strategies and smart-technology designed to adapt as your life evolves.
Founded by Michael C. Mann, CRC®, RHU®, MCM Financial Group brings more than three decades of experience helping clients navigate complex financial decisions. We understand that lasting financial success is rarely achieved through isolated investment choices. Instead, it comes from aligning investments, taxes, withdrawals, and long-term objectives into a disciplined, personalized plan built to evolve with changing circumstances.​
Our process begins with understanding what matters most to you—your family, lifestyle, business, and future aspirations. From there, we design and implement strategies intended to help reduce unnecessary taxes, create sustainable retirement income, and maintain alignment with your goals over time. As an independent firm, we are committed to providing personalized guidance centered on your best interests.
We believe financial planning should simplify your life, increase your confidence, and help you make informed decisions at every stage of your journey.​ Whether you are preparing for retirement, managing significant assets, or seeking greater financial clarity, MCM Financial Group is dedicated to helping you move forward with purpose, confidence through a personalized, full-service planning experience built around your evolving financial goals and priorities.