Our Story

 After a career at a major multinational bank, Dan McCabe saw firsthand how large institutions prioritized product over people. He chose independence — founding MFG on a single principle: clients first, always. No cookie-cutter portfolios, no quotas. Just honest, personalized financial planning.

Accompanied by Christy Walsh in the transition,  Christy keeps MFG running with the same care and responsive service clients come to expect.

MFG welcomed Tom McCabe to the team, deepening the firm's advisory capacity and financial planning offerings. 

Tom's tranisioned to MFG from a boutique Mergers and Acquisitions financial firm in Chicago. Tom's analytical aptitude substantially enhances MFG's portfolio design, investment research, complex estate strategy, and comprehensive financial planning offerings.  Priding itself on being multigenerational, both in operations and within its client base, MFG stands out

MFG has enhanced its financial planning offering with the addition of Sean O'Shea, an accredited Certified Financial Planner™. His expertise strengthens the firm’s ability to deliver comprehensive, goals-based planning to a growing and diverse client base.

Sean specializes in complex financial planning for individuals and families, while also serving as a Retirement Plan Consultant for corporate qualified plans—helping employers evaluate, design, and implement effective 401(k) programs.

After 40 years in the financial services industry, Dan McCabe retired — transitioning leadership to Tom McCabe, who assumed the role of President.

The firm's commitment to clients remained unchanged: independent, personal, unwavering, and planning around the complexities of every aspect of client's financial lives. 

Two decades of independent, client-first advice. MFG marks its 20th anniversary — a reflection of the trust clients have placed in the firm since first opening its doors in 2006. 

MFG also welcomes Pavlo Yanytskyy, a seasoned wealth advisor with deep financial planning expertise. Pavlo expands the firm's bandwidth to serve both long-standing clients and the next generation of individuals just beginning to structure their financial futures — strengthening MFG's strategic offering for years to come.