Meet Your Team
over 100 years of collective financial services experience
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James Minich and Jason MacGregor have worked hard to assemble a team of specialists with over 100 years of collective financial services experience to help you achieve your financial and retirement goals.
Financial Advisors & Support Staff
ABOUT US
Origin Story
Get a candid account of Minich MacGregor’s inception and growth, as recounted by Jason MacGregor. Get a firsthand look into the path that has shaped our present-day achievements. This is the narrative of determination, insight, and steadfast commitment that has brought us to where we are today.
OUR LATEST BLOG POSTS
![Summer Savings Tips](https://www.mmwealth.com/wp-content/uploads/2024/07/SummerSavingsTips.png)
Summer Vacation Savings Tips
July 8, 2024
Seven easy ways to make your money last longer and take you further as you ...
![Checklist](https://www.mmwealth.com/wp-content/uploads/2024/06/thomas-bormans-pcpsVsyFp_s-unsplash-1-scaled.jpg)
Q3 Financial Checklist
June 26, 2024
In 2004, a NASA pilot named David Oberhettinger was flying himself and two passengers toward ...
![Whitehouse photo](https://www.mmwealth.com/wp-content/uploads/2024/06/whitehouse.jpg)
Election Misconceptions
June 18, 2024
Election season is one of the most important aspects of our political system, but there’s ...
RESOURCES
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FREE Report
Are you ready for retirement?
Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report covering some of the most common retirement-related questions and our answers.