Independence
Independence is not just about firm ownership. It is also the power to provide clients advice free of the constraints that frequently create conflicts of interest. These may include:
- The pressure to act on in-house research or analyst reports
- The use of proprietary products in creating portfolios
- Increased compensation or incentives to use certain products and services
- Sales quotas
- Limited product and service options
- The requirement to work in producer groups or teams
Many firms hold themselves out as independent but Mazza Financial Group is not constrained by any of these requirements. The freedom, choice and flexibility that are the cornerstones of providing our clients independent professional advice are why we believe our approach will ensure your goals drive every decision.
Our History
Mazza Financial Group is an independent, privately owned financial services and investment management firm in Mercer Island, Washington. Driven by a desire to improve the client experience, MFG was founded in 1998 by Bryan E. Mazza and J. Peter Mazza. Our guiding principle has always been to put the interests of our clients first and we have never wavered from that approach.
We are proud of our accomplishments and what sets us apart from others our field. By maintaining our independence, aligning our interests with clients, and adhering to our philosophy of combining goals based financial planning and customized investment management, we are able to build meaningful, long-term relationships with our clients, which leads to a profound client experience and a very high level of satisfaction.
Image is courtesy of the University of Washington Archives
Who We Serve
Mazza Financial Group works with individuals, families, trusts, and businesses. Our clients come from all walks of life, work in a variety of fields and are located all across the United States.
Our clients seek financial advice from a firm that is committed to putting their interests first, maintaining independence and providing objective professional advice. MFG was founded on these principles, and we strive adhere to them each and every day.