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MTP Advisors

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MTP Advisors

Mission statement:

Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.

You can choose from hourly answers to your everyday questions, a complete financial plan or professional asset management (important note: our asset management services include and always begin with a comprehensive financial plan).

A road map is useless without a clearly defined destination. Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today? Please download our ADV, our risk tolerance questionnaire and our personal questionnaire and contact us to set up a free get acquainted meeting.

Profile:

MTP Advisors, formerly Michael Terry Planning, is a fee-only advisory firm providing competent, unbiased and conflict free financial advice and asset management.

President, Michael Terry, CFP® has been offering financial planning services and advice since 1998. Previously a partner at Financial Asset Management Corporation in Manhattan, Michael Terry moved his business to Maspeth Queens in 2006 in order to serve a wider variety of clients. MTP Advisors works directly for you, the client, on an as needed, hourly basis or by flat fixed project fees. We sell no products. Our efforts are for you and you alone.

Formerly known as: Michael Terry Planning

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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