Money Management Advisory, Inc.

We help people with their money.

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Know This First,

As an investor with Money Management Advisory, Inc., you are protected.

Where the Line Is Drawn

An invisible wall exists between Money Management Advisory, Inc. and a client’s money. One of the questions that investors have with people who manage their money is the concern that the advisor could run off with some of the investment.

We understand the concern and want to discuss how, as an investor with Money Management Advisory, Inc., you are protected.

Why Partner With Us?

When you partner with Money Management Wealth, in addition to gaining a life-lasting relationship with us, below are the numerous of benefits that are available for you.

  • Two meetings a Year with Your Investment Advisor
  • Quarterly Newsletter
  • Special Bulletins
  • Investment and Planning Workshops
  • Professional Referral Program: Legal and Accounting
  • Estate Planning Services
  • Insurance Planning Services
  • Phone Conversations

Our Process

We have an established process that we have implemented for decades – You will never have to worry where your money is.

Investor

First, we never allow an investor to write a check to Money Management Advisory – checks are always written to the investment company.

Funds

The investment company holds the funds – Money Management Advisory, Inc. never holds the funds.

Customer

The customer receives a confirmation immediately showing the receipt of the funds and Money Management Advisory receives a copy of that confirmation.

Money Disbursement

All checks are disbursed from the investment company – no money flows to Money Management Advisory, Inc.

How We Get Paid

We like to have clients feel comfortable and this occurs when the meter is not running. We look at ourselves as travel agents. We get paid arranging your financial trip by one or a combination of the following: Commission, Management Fees, Recommendations.

  • Investor

    First, we never allow an investor to write a check to Money Management Advisory – checks are always written to the investment company.

  • Funds

    The investment company holds the funds – Money Management Advisory, Inc. never holds the funds.

  • Customer

    The customer receives a confirmation immediately showing the receipt of the funds and Money Management Advisory receives a copy of that confirmation.

  • Money Disbursement

    All checks are disbursed from the investment company – no money flows to Money Management Advisory, Inc.

  • How We Get Paid

    We like to have clients feel comfortable and this occurs when the meter is not running. We look at ourselves as travel agents. We get paid arranging your financial trip by one or a combination of the following: Commission, Management Fees, Recommendations.

Where the Line Is Drawn

An invisible wall exists between Money Management Advisory, Inc. and a client’s money. One of the questions that investors have with people who manage their money is the concern that the advisor could run off with some of the investment. We understand the concern and want to discuss how, as an investor with Money Management Advisory, Inc., you are protected.

Why Partner With Us?

When you partner with Money Management Wealth, in addition to gaining a life-lasting relationship with us, below are the numerous of benefits that are available for you.

  • Two meetings a Year with Your Investment Advisor
  • Quarterly Newsletter
  • Special Bulletins
  • Investment and Planning Workshops
  • Professional Referral Program: Legal and Accounting
  • Estate Planning Services
  • Insurance Planning Services
  • Phone Conversations

Our Process

We have an established process that we have implemented for decades – You will never have to worry where your money is.

Investor

First, we never allow an investor to write a check to Money Management Advisory – checks are always written to the investment company.

Funds

The investment company holds the funds – Money Management Advisory, Inc. never holds the funds.

Customer

The customer receives a confirmation immediately showing the receipt of the funds and Money Management Advisory receives a copy of that confirmation.

Money Disbursement

All checks are disbursed from the investment company – no money flows to Money Management Advisory, Inc.

How We Get Paid

We like to have clients feel comfortable and this occurs when the meter is not running. We look at ourselves as travel agents. We get paid arranging your financial trip by one or a combination of the following: Commission, Management Fees, Recommendations.

  • Investor

    First, we never allow an investor to write a check to Money Management Advisory – checks are always written to the investment company.

  • Funds

    The investment company holds the funds – Money Management Advisory, Inc. never holds the funds.

  • Customer

    The customer receives a confirmation immediately showing the receipt of the funds and Money Management Advisory receives a copy of that confirmation.

  • Money Disbursement

    All checks are disbursed from the investment company – no money flows to Money Management Advisory, Inc.

  • How We Get Paid

    We like to have clients feel comfortable and this occurs when the meter is not running. We look at ourselves as travel agents. We get paid arranging your financial trip by one or a combination of the following: Commission, Management Fees, Recommendations.

Retirement Knowledge.

5 Big Threats to a Secure Retirement

As your career winds down, consider incorporating a proven wealth preservation strategy to protect your nest egg and generate income for life.

Our Services.

We help people manage their money

There are a lot of forces that affect one’s financial assets – taxes, inflation, low rates of return, risk, improperly allocated assets – just to name a few. The average person today is involved with career and family, and does not have time to work with their assets. In fact, it is said that the average person spends more time planning his vacation than he does planning his financial future – this is where we come in, to help with planning for retirement, estate planning and management of money.

Investments
Mutual Funds
Annuities
Discount Stock Brokerage
Estate Planning
Retirement Strategies
Investments
Annuities
Retirement Strategies
Mutual Funds
Discount Stock Brokerage
Estate Planning

Get in touch,

Start Your Journey Today.

Contact Us

Experience Matters.

Money Management Advisory Team

Edgar D. Mock – President

Dave Mock has been president of Money Management Advisory, Inc. since 1992. Dave is a graduate of the University of Alabama. He became known in the securities industry for his excellence in investment strategy for his clients. He lectures extensively on the subjects of financial management and estate planning throughout the Philadelphia and Eastern Pennsylvania area. He is a leading advocate of the use of defensive investing using mutual funds and variable annuities. He is a past president of the Feasterville Rotary, an author, a radio host, and an honored member of the National Directory of Who’s Who in Executives and Professionals. Dave is a proud Eagle Scout and has been for many years.

Jeff Dillman – Vice-President, Chief Compliance Officer, & a Registered Principal

Jeff Dillman is Vice-President, Chief Compliance Officer, and a Registered Principal for Money Management Advisory, Inc., as well as Director of Marketing for the Feasterville, PA office. For many years, Jeff has been assisting Dave Mock with the operation of this office. Jeff uses his extensive computer knowledge to assist Dave with retirement planning strategies and his experience as an equity technician in assisting with the Asset Management Program that MMA runs as a Registered Investment Advisor. In addition to this role, Jeff also implements retirement planning, asset accumulation and diversification strategies for MMA clients and his own clientele. Prior to joining MMA, Jeff was employed with Rohrer Asset Management and Towers Perrin, where he worked on the trading floor for a mutual fund and administered large 401(k) and pension plans. Jeff also has experience working on the options floor of the Philadelphia Stock Exchange.

George Klander — Vice President, Registered Principal, & Manager

George Klander is Vice-President, Registered Principal, and manager of Money Management Advisory, Inc.’s Annapolis (Millersville), Maryland, and Princeton, West Virginia offices. A graduate of Western Maryland College, he was formerly associated with Paine Webber in Akron, Ohio, where he became a leading advocate of the use of defensive investing using mutual funds, variable annuities and convertible securities. Over the past thirty years, George has lectured on estate planning and financial investment strategies at various colleges in the East and Midwest.

Heather MacDougall

Heather MacDougall, a Bucks County Native, graduated from Bensalem High School and Bucks County Community College with a degree in Business Administration. She has also completed additional educational courses to advance her career. Heather is a Field Underwriter licensed with numerous insurance companies, and she handles life insurance for our firm. Her interests include traveling and networking. She has two children and resides in Holland, Pennsylvania.

We are here to help,

Get in touch.

Corporate Headquarters

Pennsylvania
102 W. Street Road
Feasterville, PA 19053

Google Maps
215-322-7670
(toll free) 800-886-6625
215-322-5250

Satellite Office

West Virginia
400 Cove Street
Princeton, WV 24740

Google Maps
304-425-2840
(toll free) 304-425-2840

Satellite Office

Maryland
7800 Myers Drive
Glen Burnie, MD 21060

Google Maps
304-425-2840
(toll free) 304-425-2840

Corporate Headquarters

Pennsylvania
102 W. Street Road
Feasterville, PA 19053

Google Maps
215-322-7670
(toll free) 800-886-6625
215-322-5250

Satellite Office

West Virginia
400 Cove Street
Princeton, WV 24740

Google Maps
304-425-2840
(toll free) 304-425-2840

Satellite Office

Maryland
7800 Myers Drive
Glen Burnie, MD 21060

Google Maps
304-425-2840
(toll free) 304-425-2840

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