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Mommaerts Mahaney Financial Services, Inc was established by Jon Mommaerts and Robert Mahaney in 1997. Subsequently, Jon started ERTS Wealth Advisors, LLC as an RIA holding company of MMFS which has grown into a Financial Planning and Investment management firm managing over $500 million in assets. MMFS has over 300 client relationships ranging from $5,000 to $14,000,000+.
Personalized high-end client service and investment management is first and foremost at MMFS. We continuously strive to stay on the forefront of advisor education and development, leveraging expert partnerships, and utilizing state-of-the art technology.We are process conscious and are constantly striving to bring down risk while adding alpha in all of our investment models.These efforts have resulted in long-term trusted client relationships and an ever-growing client base.
We continue to improve and leverage these resources to ensure our service and expertise remains at the highest level as our number of client relationships and assets under management continue to grow.