Business Details
40 Years
experience
Your Trusted Partner for Financial Advisory Services in Hinsdale, IL
Since 1986, MPI Wealth Management has operated as a registered investment advisory firm dedicated to conservative asset management and long-term client relationships. Our approach prioritizes fiduciary responsibility, ensuring all decisions align with clients' best interests through fixed income, equity, and balanced portfolio strategies. Headquartered in Hinsdale, Illinois, we serve high-net-worth individuals and institutions nationwide while maintaining a commitment to community engagement and ethical standards.Our team combines decades of Wall Street experience with personalized service, emphasizing transparency and risk mitigation in volatile markets. Recognized annually in Barron's Top 400 U.S. Independent Investment Advisors, we uphold rigorous professional standards through continuous regulatory compliance and client education.
Services
Fixed Income Management
Equity Portfolio Services
Balanced Portfolio Strategies
Wealth Management
Fiduciary Advisory
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in conservative asset management.
- Our fiduciary duty ensures decisions always prioritize client interests.
- We maintain a proven track record of risk-mitigated portfolio management.
- Our team holds Series 65 Investment Advisor Representative registrations.
- We combine Wall Street expertise with personalized client interaction.
Associations and certifications
- SEC Registered Investment Advisor
Services
Fixed Income Management
We construct diversified fixed income portfolios focused on capital preservation and steady returns. Our approach emphasizes credit quality assessment and interest rate risk management through rigorous market analysis. Clients benefit from customized solutions aligned with their risk tolerance and income requirements.
Equity Portfolio Services
Our equity strategies combine growth and value investing principles to build resilient portfolios. We conduct fundamental analysis of companies while monitoring macroeconomic trends to optimize long-term returns. Clients receive regular performance reviews and strategic adjustments based on market conditions.
Balanced Portfolio Strategies
We create tailored balanced portfolios integrating stocks, bonds, and alternative investments to achieve specific financial goals. Our asset allocation process considers clients' time horizons, liquidity needs, and risk profiles. Regular rebalancing maintains strategic alignment with investment objectives.
People
David W. Pequet
CEO & President, Sr. Portfolio Manager
Founder of MPI Wealth Management with 30+ years in investment advisory. Holds Series 65 registration and engineering degree from Michigan State University. Former Wall Street fixed income specialist and active community leader in Hinsdale, Illinois.
Matthew Pequet
Sr. Vice President, Portfolio Manager
Portfolio Manager at MPI since 2003 with Series 65 registration. Indiana University graduate who became equity partner in 2008. Recipient of Five Star Wealth Manager Award for five consecutive years (2020-2024).
Donald Burnaford
Financial Advisor
Independent registered investment advisor joined MPI in 2025 with 15+ years in family wealth management. Holds Series 65 registration and focuses on fiduciary responsibility for high-net-worth clients across the United States.
Questions
What investment strategies does MPI Wealth Management use?
We employ conservative strategies focusing on fixed income, equity, and balanced portfolios with emphasis on risk mitigation and long-term growth.
Are you legally required to act in clients' best interests?
Yes, as registered investment advisors we have a fiduciary duty to always prioritize client interests in all investment decisions and recommendations.
How are your fees structured?
Our fee structure is based on assets under management with transparent pricing. Specific details are provided in our Form ADV Part 2A available on our website.
What qualifications do your portfolio managers hold?
Our team holds Series 65 Investment Advisor Representative registrations with combined decades of experience in asset management and financial planning.
How often do you review investment portfolios?
We conduct regular portfolio reviews and adjustments based on market conditions while maintaining ongoing communication with clients about their investments.
Reviews (4)
Ken Kessler
Dec 02, 2019
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My wife and I have known Dave and his family for nearly 40 years and he has always maintained exemplary integrity and sound judgement. He works very conscientiously to improve his results for his investors. His record is among the best in his industry.
Dan Ritter
Sep 13, 2019
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I have been a client for over a decade, and couldnt be happier with the amazing service bestowed upon me and my family. Couldnt imagine using a different firm to handle my investments. Feel very fortunate to have found David and Matthew when I did.
Bob Penny
Jan 27, 2019
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Dave Pequet and his company MPI are outstanding. He is a man of integrity and intelligence. I have known Dave and his company for 20 years. He has delivered outstanding service and successful wealth management during that time. When bond yields were in the cellar he developed a fund of key dividend stocks that consistently earned a 5 star review from the prestigious Morning Star report. I have been a neighbor of Dave's in Fruitland Township where he has been a great steward to the area. We are fortunate to have a man of his caliber and knowledge here in Whitehall serving to protect our wonderful
Christopher Lawson
Dec 28, 2018
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I have known Dave and Matt et al since 1996. They have been my investment advisor, and advisor to most of my family for all that time. They are smart, professional, knowledgeable, fair, totally honest and trustworthy...in every regard. Period. And they have as good a pedigree as outstanding consultants as you can hope to find.
Dave is known around the financial world as one of the best in the business.
Hes also a great, standup, guy who, among many other endeavors conducts fundraisers for veteran groups/families. The negative views otherwise posted are sour grapes, sophomoric character
Dave is known around the financial world as one of the best in the business.
Hes also a great, standup, guy who, among many other endeavors conducts fundraisers for veteran groups/families. The negative views otherwise posted are sour grapes, sophomoric character
