Insights

Fiduciary Opportunity Small firm with fiduciary capabilities and retirement plan focus presents a chance to offer fiduciary risk management services, HNW corporate and employee education programs, and compliant investment options for client firms seeking trusted retirement guidance.

Boutique Scale Advantage Mid-sized practice with 2-10 employees can benefit from scalable technology and partner networks to win larger corporate plan opportunities, portfolio construction support, and back-office outsourcing for fiduciary governance.

Tech Stack Leverage Existing tech utilization (AWS, analytics, monitoring) signals readiness for modern advisory delivery; propose partnerships for enhanced data analytics, client portals, and security-driven reporting to attract mid-market plan sponsors.

Revenue Tier Annual revenue in the 10–25 million range indicates eligibility for cross-sell of advisory services, due diligence processes, and education programs to improve participant outcomes and plan performance.

Industry Positioning Specialization in corporate retirement and long-term personal investing aligns with incumbent firms’ demand for compliant, unbiased investment options; tailor outreach to retirement program managers seeking fiduciary excellence and diversified fund menus.

Similar companies to Masters Consulting Group

Masters Consulting Group Tech Stack

Masters Consulting Group uses 8 technology products and services including Moat, Amazon Web Services, Google Fonts API, and more. Explore Masters Consulting Group's tech stack below.

  • Moat
    Analytics
  • Cloud Hosting
  • Google Fonts API
    Font Scripts
  • Site24x7
    Real User Monitoring
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers
  • AddThis
    Widgets

Masters Consulting Group's Email Address Formats

Masters Consulting Group uses at least 1 email format:
Masters Consulting Group Email FormatsExamplePercentage
First.Middle.Last@mcglpl.comJohn.Michael.Doe@mcglpl.com
100%

Frequently Asked Questions

What is Masters Consulting Group's phone number?

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You can contact Masters Consulting Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Masters Consulting Group's official website and social media links?

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Masters Consulting Group's official website is mastersconsultinggroup.com and has social profiles on LinkedIn.

How much revenue does Masters Consulting Group generate?

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As of October 2026, Masters Consulting Group's annual revenue is estimated to be $10M - $25M.

What is Masters Consulting Group's SIC code and NAICS code?

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Masters Consulting Group's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Masters Consulting Group have currently?

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As of October 2026, Masters Consulting Group has approximately 8 employees across 1 continents, including North America. Key team members include Socio Director: R. A. C. M. Explore Masters Consulting Group's employee directory with LeadIQ.

What industry does Masters Consulting Group belong to?

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Masters Consulting Group operates in the Financial Services industry.

What technology does Masters Consulting Group use?

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Masters Consulting Group's tech stack includes Moat, Amazon Web Services, Google Fonts API, Site24x7, HSTS, Google Analytics, Nginx and AddThis.

What is Masters Consulting Group's email format?

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Masters Consulting Group's email format typically follows the pattern of First.Middle.Last@mcglpl.com. Find more Masters Consulting Group email formats with LeadIQ.
Masters Consulting Group logo

Masters Consulting Group

Financial ServicesOhio, United States2-10 Employees

Masters Consulting Group is a financial services firm based in Chardon, Ohio, with a focus on retirement asset management for corporate plans and individual long-term investing. Drawing on more than 25 years of experience, the company emphasizes fiduciary conduct for corporate retirement plans and offers a range of investment guidance, education, and personalized counsel aimed at meeting the objectives of both employers and their employees. Its services are delivered through securities and advisory offerings, with affiliation to LPL Financial, and the organization positions itself to provide unbiased investment options within a fiduciary framework.

The firm serves clients seeking retirement strategy development and ongoing asset oversight, seeking to align plan design and employee education with retirement goals. As a small professional team, Masters Consulting Group operates within the financial services industry and notes its ability to act as a fiduciary for corporate plans. The company’s website provides information on states of registration and related disclosures." } ) } } } ) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}} } } }} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}}} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}}}}} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}  } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}}}}  } } } } }  }  } 1} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}. } } } } } } } } } } } } } } } } } } } } } } } } } } } }}  } } }  } } } } } } } } } } } }  } } } } } } }  } }  } } }  }  }  } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } }}}  } } } } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } }}}  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }}  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Masters Consulting Group's revenue is estimated to be in the range of $10M - $25M

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