Broker Check
Client Login

About Our Firm

Financial Guidance Designed To Open Doors To New Opportunities

At MGR Financial Management, our philosophy is rooted in strong relationships, ongoing education, and a dedication to authentic family values. Founded by Grant Raskin, our firm is inspired by his personal journey and commitment to making a genuine difference in people’s lives—starting with those closest to him. From naming the business after his children to ensuring every client is treated like family, Grant believes that true financial guidance means understanding not just your assets, but your unique story, ambitions, and the people who matter most in your world. We specialize in working alongside small business owners, retirees, and successful families who value trust, personal connection, and a straightforward approach. Our team is passionate about simplifying complexity, minimizing your stress, and giving you back time—the most precious resource of all—so you can enjoy your achievements and plan confidently for the future.

Relationship Is The Foundation You Can Rely Upon

Relationship Is The Foundation You Can Rely Upon

We don’t rush to paperwork, pitch performance, or show off charts. Our first job is to understand who you are and what matters to you. Clients choose us because the relationship is real. We ask the questions no one else asks, we listen, and we show up consistently. When you trust your advisor, planning becomes easier, decisions get clearer, and the entire experience feels more human.

Our Core Values

These are the principles that drive how we show up, how we communicate, and how we support clients at every stage of life.

Build Lasting Relationships

We believe in earning our client relationships. We’re committed to honest, real-talk and low-pressure conversations ensuring we can learn and plan around you and your family.

Education-First Guidance

Clarity empowers confidence and helps people stay focused on what matters most. We break complexities down and help clients see the ‘why’ behind our recommendations.

Advisor To Your Advisors

Life is interconnected. Your financial strategy should reflect that. We coordinate with CPAs, attorneys, and other professionals so nothing falls through the cracks.

Gain Time To Pursue Freedom

You’ve worked hard to build your wealth; you shouldn’t have to spend your days stuck in the details of it. We’re here to give you back time to pursue your ideal version of freedom.

Gain the Freedom to Focus on What Matters.

We meet with clients quarterly because staying connected matters. You deserve an advisor who knows what’s happening in your world and adjusts your plan as life changes.

Start The Conversation
Clarity Comes From Straightforward Conversations

Clarity Comes From Straightforward Conversations

We explain “the why” behind each recommendation so you always understand the decisions you’re making. No jargon. No talking over your head. Just real talk, honest answers, and a clear path forward.

Your Entire Financial Picture, Connected

Your financial life works best when everything works together. We coordinate with your CPAs, attorneys, insurance professionals—whoever is part of your picture—to make sure nothing falls through the cracks. From retirement income and tax strategies to investments and 401(k) plans, we help simplify complexity and stay organized.

Get to Know the MGR Team

Our team brings experience, perspective, and a genuine commitment to doing right by every client. We show up consistently, communicate clearly, and make sure you always have someone in your corner.

Grant Raskin

Grant Raskin

Founding Partner | Wealth Manager

Heather Svetik

Heather Svetik

Director of Client Relations

Alan Scholnick

Alan Scholnick

Director of Leadership Development

Zac Shull

Zac Shull

Director of Social Media

Devon Felsenstein

Devon Felsenstein

Insurance Consultant

Supporting MGR Financial Management


Explore Cetera

Cetera Investment
Management

Explore CIM

Let’s Make Your Plan To Pursue Life On Your Own Terms

If you’re ready for financial guidance that respects your time and puts your life first, we’re here to help you move forward with clarity.

Schedule A Call

Planning, Investment, and Retirement Services Designed to Support Every Stage of Life and Business

Explore Services

Our Education-First Planning Process Helps You Stay Organized, Informed, and Confident

Our Approach

We’re Here to Answer Your Financial Questions With Clarity and Care

Contact Us