Welcome to MTR Financial Services, LLC
Matthew T. Russell, Founder, President and CEO
MTR Financial Services, LLC is a Registered Investment Advisory1 firm specializing in financial planning and wealth management, servicing individual clients and corporations on a fee-only basis. The fee-only model assures clients that our recommendations are not motivated by commissions of any kind.
We believe that everybody, regardless of individual assets and/or income level, can benefit from professional financial advice. Whatever your current situation, itís important that you educate yourself about how to maximize your current financial assets and plan for a more secure future.
Our mission is to provide sound, practical financial planning integrated with structured, disciplined investment management services. We conduct our business with the highest ethical standards and uncompromising integrity in order to develop long-term relationships.
The central focus of MTR Financial Services, LLC is our clients. We treat them with honesty, respect, fairness, and appreciation at all times.
You do not need a fortune to start building one. Contact us for a complimentary, no-obligation Get Acquainted Meeting. This can be done either over the phone or in person. We can discuss which of our services may be appropriate for you during this meeting.
1 As a RIA firm, we must comply with a host of regulations designed to protect the consumer. Always ask for your financial planner's ADV Part II, which provides important information about their qualifications and fiduciary duties. Ask for ours via email: Contact Info