Pittsburgh financial advisors with concierge service

Delivering Wealth Management and Planning Services

At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business.

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the MFA process

Consultation

We can’t create a plan if we don’t know more about you and the goals you have in life. In our eyes, the first step is the most important because this is where we start to build a relationship with each individual.

Meet the Team

Get to know each one of our advisors and who will be working on your portfolio. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan.

Statement Review

Creating a plan is only effective if you check on the progress. We take the time as a team to review your portfolio and statements. This helps us create actionable items that can help you achieve your goals in the long term.

Annual Meeting

Our primary purpose at MFA is our relationships, and the services we provide become secondary to that purpose. This is why it's important for us to meet annually to make sure your goals are being achieved.

Our Portfolios

We provide two portfolio processes that establish a comprehensive value-based plan for long-term thinking. Our exclusive MAP™ process utilizes advanced financial planning technologies. Our Compass process equips investors for sophisticated portfolio management. Each one is utilized by our experienced advisors to design the appropriate portfolio for each individual.

Compass Portfolio

MAP Portfolio

recent news & insights

Victor Onesi Completes Cryptocurrency Course Offered by Princeton University and Earns Online Degree™ in Cryptocurrency & Trading from Blockchain Counsel

08.16.2021

MFA Wealth would like to congratulate Victor Onesi, Client Experience Associate, on the successful completion of Blockchain Counsel’s Online Degree™ in Cryptocurrency & Trading. This degree program focused on the…

Press Releases

The Importance of Tax Planning, Current Policy and How It Might Change

07.19.2021

There are many facets to guiding clients to achieve financial success. The aspect of financial planning that can have one of the most oversized effects on client outcomes is the…

Financial

In The News

MFA Prudent 10 Update

05.10.2021

2020 was a market-shaping year. What began as one of the strongest U.S. economies in history, quickly turned south as the reality of the Covid-19 virus took hold towards the…

Market Commentary & Outlook