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    MGO’s roots date back to 1939, with the founding of Eugene M. Klein and Co., one of the first companies to offer retirement plans in the country. Over the course of the next 50 years, Klein’s company flourished, gaining a reputation for high-quality retirement plan design and maintenance.

    In 1968, financial industry pioneer Jack Moskal, established Capital Planning Corp., which focused on designing and managing investment portfolios for both retirement plans and individual and corporate investors. Emphasizing strategy and planning, Capital Planning Corp. was one of the first firms to coin the term ‘financial planner.’

    In 1990, the two firms came together to form Moskal Klein. The firm became Moskal Gross Orchosky, Inc. in 2003 to reflect current owners: CEO Ronald S. Gross, VP Michael B. Moskal and VP Paul J. Orchosky.

    Download our Timeline PDF.