Mgk Wealth

What Mgk Wealth does

MGK Wealth is a privately held, independent financial advisory practice based in Chicago, Illinois, with a second office in Naples, Florida, operating as an independently branded firm within the Osaic Wealth, Inc. broker-dealer network. Founded by Mirjana Grace Kljajić, the firm positions itself as a "Personal CFO" for affluent professionals, pre-retirees, business owners, and self-directed investors, offering coordinated services across investment management, retirement income planning, tax optimization, estate planning, risk management/insurance, life transitions, and business succession/retirement plan consulting.

The firm delivers advice through a proprietary, branded methodology stack: the MGK WealthPath™ six-step planning process, the MGK LifestyleMap™ visual financial roadmap, the WealthGuard Investing™ approach, and a signature "Purpose & Priorities Conversation." Underlying technology is provided by Osaic (broker-dealer, compliance, and back-office infrastructure), MoneyGuidePro (financial planning tool powering the "MGK Wealth Plan"), and Ladenburg Thalmann Asset Management (which powers the $ymbil Simple Online Investing digital platform with a $500 minimum and no annual custodial fee). Content marketing is produced through FMG Suite, and 2026 educational webinars are co-hosted with BlackRock and Goldman Sachs Asset Management.

MGK Wealth generates revenue primarily through recurring investment advisory and management fees (AUM-based, routed through Osaic Wealth), comprehensive financial planning fees, retirement plan consulting for business sponsors, and embedded investment management fees from $ymbil. The go-to-market is a hybrid: a high-touch, consultative sales motion for the comprehensive advisory practice; a product-led, self-service channel via $ymbil for lower-complexity investors; and a B2B enterprise field-sales motion for retirement plan consulting. The firm is registered to serve clients in Illinois, Indiana, Florida, Texas, and Michigan, and relies on a two-person core team (founder and one assistant), making founder continuity a critical operational dependency.

Name

Mgk Wealth

Legal name

MGK Wealth

Website

https://mgklife.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

MGK Wealth is a privately held independent financial advisory practice in Chicago and Naples, FL, operating within the Osaic Wealth network to deliver coordinated "Personal CFO" wealth planning, investment management, retirement plan consulting, and a self-service digital investing platform ($ymbil) to affluent professionals, business owners, and self-directed investors.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Goal-Based & Micro-Investing Platforms (Round-ups, Fractional) (FSAGAEAG)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement income planning
• Investment portfolio management
• Estate planning services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory & Management Fees: Ongoing investment management fees for portfolios designed and managed in alignment with client goals, risk tolerance, and long-term vision. Likely charged as a percentage of assets under management (AUM), as is standard for registered investment advisers operating through Osaic Wealth.
2. Comprehensive Financial Planning Fees: Fees for personalized, coordinated financial planning services covering retirement, tax, estate, insurance, and investment strategy, delivered through the MGK WealthPath process and MGK LifestyleMap.
3. Retirement Plan Consulting: Fees for business-focused retirement plan consulting services including plan design, fiduciary oversight, compliance support, and employee financial wellness — serving plan sponsors and business owners.
4. $ymbil Online Investing: Self-directed investing platform (Ladenburg Thalmann Asset Management) with no annual custodial fee and $500 minimum investment, generating revenue through investment management fees embedded in the managed portfolios.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

MGK Wealth is an independent financial advisory practice that delivers coordinated personal financial planning and investment management to affluent professionals, business owners, and self-directed investors. The firm offers two parallel delivery models: a high-touch "Personal CFO" comprehensive planning service (covering investments, retirement, tax, estate, insurance, and life transitions) structured around the proprietary MGK WealthPath six-step process and the visual MGK LifestyleMap, and a low-friction self-directed online investing platform called $ymbil (powered by Ladenburg Thalmann Asset Management) starting at a $500 minimum.

Product overview

MGK Wealth is a financial advisory firm offering a unified financial planning and investment management platform. The core offering is the MGK WealthPath™ six-step planning process, which incorporates the MGK LifestyleMap™ visual planning tool and WealthGuard Investing™ methodology. The firm provides two service delivery models: comprehensive personalized planning through their advisors and simple online investing via the $ymbil digital platform (with $500 minimum). Services span retirement planning, tax optimization, investment management, estate planning, risk management, life transitions, and business services including retirement plan consulting and employee financial wellness. The firm operates under Osaic Wealth, Inc., providing boutique service backed by national strength.

Differentiator

Problem solved

Functional benefit

Brands

• $ymbil: A simple digital investment platform offering professionally managed portfolios with a $500 minimum investment. Powered by Ladenburg Thalmann Asset Management.

Products and services

• Personal CFO Comprehensive Financial Planning A high-touch advisory engagement in which a dedicated lead advisor acts as the client's personal financial director, coordinating investments, retirement, tax, estate, insurance, and life transition strategies into one unified plan. Delivered to affluent professionals, couples, pre-retirees, and business owners through the proprietary six-step MGK WealthPath process.
• $ymbil Simple Online Investing
• Retirement Plan Consulting for Business Owners A dedicated B2B engagement helping business owners and plan sponsors design, implement, and oversee retirement plans (401(k), Profit Sharing, Cash Balance, SEP, SIMPLE) with fiduciary oversight, investment monitoring, plan operations, and compliance support.
• Business Valuation & Succession Planning An advisory service for business owners that helps them understand what their business is worth and plan for selling, transitioning, or building a company that can operate without their daily involvement.
• Employee Financial Wellness Program

Quantifiable outcome

• The firm has served clients for over 19 years through its founder, with focus on delivering clarity, confidence, and peace of mind in financial planning.
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered flagship and core.

• BlackRockflagshipGTM or Marketing Partner · 9 July 2026MGK Wealth co-hosts webinars with BlackRock, including the '2026 Midyear Outlook: Making Sense of the Markets' webinar (July 9, 2026) and past events like 'Navigating the Turbulent Waters of the Current Economic Climate.' These webinars bring BlackRock's global market perspective to MGK Wealth's client audience, positioning the firm as a connector of institutional insights.
• Goldman Sachs Asset ManagementflagshipGTM or Marketing Partner · 30 June 2026MGK Wealth co-hosts educational webinars with Goldman Sachs Asset Management, including 'Perspectives on Artificial Intelligence: Opportunities, Risks & What's Next' (June 30, 2026) and 'Market & Political Perspectives 2026.' These webinars leverage Goldman Sachs' market research and investment strategy expertise to serve MGK Wealth's professional client base.
• Osaic Wealth, Inc.coreTechnology or IntegrationMGK Wealth operates as an independent financial advisor affiliated with Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic is the nation's largest network of independent financial advisors, providing MGK Wealth with 11,000+ advisors, $700B+ in assets under administration, 2,500+ support staff, compliance infrastructure, and technology platforms. This affiliation gives MGK Wealth boutique service capabilities backed by institutional-level resources.
• Ladenburg Thalmann Asset ManagementcoreTechnology or IntegrationLadenburg Thalmann Asset Management powers the $ymbil Simple Online Investing platform — MGK Wealth's digital self-service investment channel. LTAM provides professionally managed portfolios with over 100 years in financial markets and billions of dollars under management. LTAM is a subsidiary of Osaic Holdings, creating an integrated ecosystem.
• MoneyGuideProcoreTechnology or IntegrationMGK Wealth uses MoneyGuidePro for its MGK Wealth Plan — a comprehensive financial planning tool enabling clients to model retirement scenarios, Social Security strategies, and long-term financial plans. The MoneyGuidePro link is prominently featured on the website as the 'MGK Wealth Plan' entry point.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer network supporting independent financial advisors with technology, compliance, and practice management — comparable to MGK Wealth's Osaic-affiliated distribution and operating model.
• Edelman Financial Engines: Large national RIA providing holistic wealth management, retirement plan services, and financial wellness programs. Overlaps with MGK Wealth's individual advisory practice and B2B retirement plan consulting.
• Cambridge Investment Research: Large independent broker-dealer supporting thousands of independent financial advisors with similar infrastructure, compliance, and technology to Osaic. Comparable to MGK Wealth's affiliated-network operating model.
• Creative Planning: One of the largest independent RIAs in the US, offering holistic wealth management, tax, estate, and retirement plan services to affluent individuals and business owners — directly overlapping with MGK Wealth's full service offering but at vastly greater scale.
• Personal Capital (Empower): Hybrid digital wealth manager combining a free dashboard with human advisor services for affluent clients. Comparable to MGK Wealth's dual digital ($ymbil) and human advisory model, with the Empower acquisition expanding its scale considerably.
• Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, investment management, tax, estate, and retirement plan consulting. Comparable to MGK Wealth's service breadth but operating at significantly greater scale and geographic reach.

Direct peers

• Carson Group: Large network supporting independent financial advisors with coaching, technology, and back-office services. Comparable to MGK Wealth's affiliation with Osaic and offers similar holistic planning for affluent clients via independent practices.
• Facet Wealth: Digital-first hybrid financial advisor offering flat-fee advice plus human CFP-led planning. Closely comparable to MGK Wealth's hybrid model combining $ymbil's digital entry point with the Personal CFO advisory service for professionals.
• Savant Wealth Management: Mid-size RIA offering comprehensive financial planning, investment management, tax, and retirement plan services for professionals and business owners. Directly comparable to MGK Wealth's holistic service model and middle-market client base.
• Modern Wealth Management: Boutique wealth management firm targeting high-earning professionals with comprehensive, goals-based planning. Comparable client profile, service mix, and boutique positioning to MGK Wealth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mgk Wealth