About Us

MPS LORIA was established in 1999.  Founder and Managing Member Rick Loria’s vision for assisting clients aided him in creating a team of professional advisors to provide clients with objective advice on their financial needs.  We have grown to a mid-sized wealth management firm offering the high-quality services of large firms but with a personal client-centric approach.  At MPS LORIA we work as a team, allowing us to form deeper relationships with our clients as well as promoting passion and loyalty by our employees. Trust is earned, not given and our team works everyday to earn our client’s trust and we continually evolve to meet and exceed the needs of our clients.

Meet our team and contact us today!


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We offer objective advice that is solely in the best interest of our clients.