About
MLG Advisors

Delivering objective advice and analysis of your business' to ensure you are receiving exactly what you need, at the best price, and not paying for services you don’t need or use. With over 20 years of experience working in lead roles for respected organizations in the financial services industry, We will audit your various business expenses & functions in order to identify areas that may benefit from adjustments.

Does this sound familiar?

You need more than a consultant; you need a partner who understands that every part of your business is connected. Since 2012, MLG Advisors has delivered integrated solutions that turn challenges into opportunities for growth.

Are you leaving money on the table?
Our Expense Optimization specialists use proprietary technology and long-standing vendor relationships to find savings you didn’t know existed. We then monitor these accounts continuously, so you can be confident you’re always getting the best value.

Are your biggest decisions backed by data?
Our ROI Analysis and Business Strategy Consulting provide the clarity you need. We work with your leaders to assess opportunities, analyzing financial and personnel data to reveal the true financial impact and help you meet your most important goals.

Could your operations be more efficient?
Through meticulous Process Auditing, we analyze your existing workflows to find gaps and introduce efficiencies. The result is a smoother operation that delivers a higher level of service to your customers.

Is your company culture driving results?
We believe culture is a bottom-line issue. Our Business Culture Consulting helps you build a cohesive, team-oriented environment. This improved mindset doesn't just create a better workplace—it allows you to provide superior client service and strengthen your brand.

Don't worry, we can help!

MEET THE FOUNDER

Hi, I'm Mary

For the last 30+ years, I've been immersed in the world of financial consulting, partnering with all kinds of organizations, from non-profits to large companies. I love rolling up my sleeves and digging into the details, whether it's finding new efficiencies, managing a portfolio, or researching the right investments. People who work with me know I’m dedicated to making a positive impact, and I believe that doing things with honesty and integrity is the only way to work, especially when the challenges are complex.

Let's connect and explore how we can help your business achieve greater efficiency and maximize profits. Together, we'll unlock the untapped potential within your business.

As portfolio manager for The Duke Endowment, produced top quartile returns on $800 million Duke Endowment private equity and venture capital portfolio. Generated $5MM gain on secondary sale of $40 million of net asset value (NAV) right before the GFC.

Executed strategies to save Barings Global Real Estate nearly $1 million in subscription expenses.

Identified over $3 million of qualified claims for clients for the 2025 Visa/MasterCard Settlement pool.

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MLG Advisors

2410 Ferncliff Rd, Charlotte NC 28211

(704) 562-7197

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