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We Are Here to Serve You

Our Primary Purpose

Our mission is to enhance the lives of our clients. We believe financial success is just the beginning. We strive to enhance your life through professional guidance and advice that has been forged over 60 years of combined experience in financial planning and investment management, continuous collaboration with other professionals that serve you, and our commitment to our client centered approach to the planning process where your interests always come first.

Our Core Values

Client Centered

Mazza Financial is committed to putting your interests first. Your goals and dreams drive everything we do.


Independent professional advice. Objective, unconstrained, and free from conflicts of interest.


We are ethical, transparent and principle driven. We believe that trust is foundational to a long-term relationship that leads to achievement.


We treat all people fairly and do not play favorites or discriminate in the quality and timing of our advice.


We work with other professionals to ensure your goals are achieved. Coordination with your CPA, attorney or insurance agent is central to our commitment to you.


Taking ownership of our commitment to you and the results that are generated from our work to enhance the lives of our clients is foundational.


We pay attention to detail. We are consistent. We are focused on what matters most to you. Helping you achieve is what we strive for each and every day.


MFG is celebrating 25 years of helping clients achieve their goals and dreams. We are committed to being there for our clients for generations to come.



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

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

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.

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