Your Financial Future,
Guided by Professionals
Let us help you build a financial future that reflects your goals, helps protect your loved ones, and brings confidence.
Comprehensive Wealth Management
Personalized Financial Planning
We create customized plans for retirement, estate, and long-term wealth goals—designed to grow with you and your family.
Learn MoreStrategic Investment Management
Our investment approach is built around your objectives—balancing risk and opportunity through diversified portfolios, tax-efficient strategies, and ongoing market guidance.
Learn MoreBusiness & Executive Planning
We advise business owners and executives on compensation, succession, and retirement strategies—tailored to support long-term growth and employee well-being.
Learn More
About Scott Peterson
With more than 20 years of experience in the financial services industry, Scott is a trusted Registered Investment Advisor (RIA) who's passionate about helping individuals, families, and business owners plan for their future with confidence and clarity. As the founder of MMX Wealth Partners, he brings together deep industry experience and a personal, down-to-earth approach to deliver thoughtful, customized wealth management strategies.
Scott focuses on areas like retirement planning, investment strategy, tax-efficient portfolios, and estate planning—always offering clear, objective advice tailored to each client's unique goals. His clients value his honesty, transparency, and strong commitment to always putting their best interests first—no matter the market conditions.
Before launching MMX Wealth Partners, Scott worked as a Financial Advisor at Ameriprise Financial and Ballast Advisors, where he built a strong foundation navigating complex financial situations and evolving regulations. He continues to stay current with industry trends and best practices through ongoing education and professional development. Outside of work, Scott enjoys hitting the golf course, traveling, and cheering on his kids at their Big Ten schools—Michigan State and Penn State—especially during football and basketball season.
Scott Peterson
Private Wealth Advisor
What Services You Can Get From Us
Financial Planning and Wealth Management Services for Individuals and Business Owners
Our team offers personalized guidance in retirement planning, tax-efficient investing, estate planning, and business succession. We work closely with individuals, families, and business owners to build wealth, minimize risk, and protect what matters most.
Our process begins with a comprehensive review of your financial situation—covering retirement planning, investment strategy, estate planning, tax efficiency, and risk management. We tailor every plan to your specific goals, whether you're a business owner preparing for succession, a family planning for generational wealth transfer, or an individual optimizing your retirement income.
Learn More
Frequently Asked Questions
We help you organize your entire financial picture — investments, retirement, taxes, insurance, and long-term goals — and create a clear plan so your money is working toward what matters most to you.
No. We work with individuals and families at different stages of life, whether you're just getting started or managing significant assets.
You get personalized advice from a real advisor, not a generic algorithm. Our recommendations are tailored to your goals, risk tolerance, and life situation.
Yes. Retirement planning is a core part of what we do, including income strategies, account optimization, and long-term sustainability planning.
Absolutely. We regularly review existing investments, 401(k)s, IRAs, and brokerage accounts to identify gaps, inefficiencies, or opportunities.
Our compensation is transparent and discussed upfront, so you always understand how we're paid and how it aligns with your interests. Fees are generally deducted directly from your investment account (rather than paid by check or card), which usually means no separate out-of-pocket payment is required.
Yes, we work under the fiduciary standard; meaning we are legally obligated to put your best interests first when providing advice.
We meet regularly and adjust your plan as your life, goals, or market conditions change — not just once and forgotten.
We start with a discovery conversation, gather relevant financial information, and then build a customized plan tailored to your needs.
Yes. We offer an initial conversation so you can ask questions, understand our approach, and decide if we're the right fit for you.
