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MSMF Continues Creating "Solutions for a Happy Life" With Move to Headquarters

“Solutions for a Happy Life means inspiring better outcomes in everything we do— from the way we work with clients, to the investments we make, to the people we hire.”

In early 1990, a group of like-minded individuals came together around one simple belief, that the client’s best interests always come first. Later that year, a new type of wealth management firm was born.

Today, MSMF continues to be driven by that belief. “As a privately-held company, we can make decisions that publicly-held companies can’t. We can invest in initiatives that are in the clients’ best interest in the long-term, but maybe don’t benefit our wallets in the short-term,” says Chuck Surdyke, one of the firm’s four partners.

“It was this client-centric belief, that led to the creation of our company purpose, ‘Solutions for a Happy Life,’” says partner Tom Mengel. “Solutions for a Happy Life means inspiring better outcomes in everything we do— from the way we work with clients, to the investments we make, to the people we hire.”

With a Happy Life as its goal for all the firm’s stakeholders, the leaders of MSMF continuously look for ways to enhance services and the client experience. This fall, that meant moving the firm to a brand-new headquarters with state-of-the-art technology.

“This investment supports our team, advances our support systems and enhances the MSMF experience for all our clients,” says managing partner Mark Finke. “The new features and technology will help the firm thrive and build a legacy that will live beyond the years of the current partners.”

Over the years, MSMF has expanded its service offering to better serve current and future clients. The firm now consists of multiple specialties under one umbrella with MSMF Wealth Management and Sonus Benefits as it’s two primary brands.

With skilled professionals working for each specialty, MSMF is able to provide a wide array of services to clients in an all-in-one environment. “Our brands and their respective teams live under one umbrella and often work in the same building,” says Finke. “This allows us to provide our clients, especially business owners, with one-stop shopping while not losing any of that specialized knowledge. Our team members are focused in their own specialized areas, but work as one team to provide a seamless client experience.”

MSMF’s service offerings include:
- MSMF Wealth Management: Wealth Management, Financial Planning, Investment Management, Retirement Planning, 401k plans
- Sonus Benefits: Employee Benefits, Human Resources, Compliance, and Technology

MSMF strategically evaluates each of its service offerings on a regular basis to see how well they are fulfilling the firm’s purpose. “We strive to be thought leaders in our space and never stop asking our clients how we can improve our service to them,” says partner Tom Murphy.

The MSMF brands support each client with a diversified team of professionals. “From our experienced financial advisors to our up-and-coming para planners to our friendly client service associates to our results-oriented benefits and HR consultants— every client has a team of people from different backgrounds, generations and perspectives working together to help them reach their goals,” says Murphy.

MSMF is located at 3660 S Geyer Rd. Suite 200, St. Louis, MO 63127. Our partners and team members can be reached at (314) 677-2550.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA and CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera



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