wealth management built for you

Services are tailored to fit your unique situation.

MSH Capital Advisors LLC is a privately owned and operated SEC-registered adviser headquartered in beautiful Scottsdale, Arizona. The Company was formed in May 2011 and offers investment advisory services through a network of Investment Advisory Representatives. We deliver a modern approach to investing through goal-based financial planning and a robust tech stack. Our team of experienced industry professionals is dedicated to providing the highest level of client-focused support and the expertise required to help you meet your financial goals.

We deliver a modern approach to investing through goal-based financial planning and a robust tech stack. Our team of experienced professionals have the expertise, contacts, and strategic partnerships required to make the process seamless and successful.

clients first

As a fiduciary, we always put our client's interests first.

We aim to maintain the highest standard of ethical obligations and to act in the best interest of the individuals and entities we serve. We operate with full transparency to minimize conflicts of interest and to maintain our record of no disclosure events.

Our goal is to help you prepare for your financial goals. We would love the opportunity to guide you.

investor services
read our customer relationship summary
"We are extremely appreciative that our clients entrust us to help them plan for their future."
tara kreizenbeck
Chief Compliance Officer

independent advisors

Let us help you find the right solution.
As a registered investment adviser we offer no proprietary products, therefore, we have no economic incentive to recommend products or solutions that are not exactly right for our clients. In an industry built to maximize its own profits, we believe that the investor always comes first.

Changing providers or creating a new RIA may seem overwhelming, but you don't have to go through the process alone. We have the right experience and are here to help.

THE MSHCA advantageunderstand your options
"As an independent firm, we understand the time and effort that goes into growing a business."

INSERt name

Chief Operating Officer

Affiliated Entities

To round out our full-service platform, we are affiliated with M.S. Howells & Co., a registered, full-service broker-dealer offering comprehensive solutions for financial professionals, specializing in Hybrid RIA, Prime Brokerage, and professional trade desk services. We also benefit from risk management and insurance solutions offered through our affiliated insurance marketing organization, MS Insentra LLC. These affiliations allow us to provide a full-service platform to financial professionals.

M.S. Howells & Co logo.

m.s. howells & Co.

registered broker-dealer

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Clean Regulatory Disclosure
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Hybrid RIA Services/"Friendly" BD
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Experienced Trade Desk
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Prime Brokerage Services
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Custodial Relationship with
Pershing LLC/BNY Mellon
MS Insentra LLC logo.

ms insentra llc

insurance marketing organization

MSI checkmark logo.
Risk Management Services
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Agent Support
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Illustration & Presentation Software
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In-Force Policy Management
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Selling agreements with leading national carriers

Ready to make the move?

Contact us today for a Discovery Discussion