Delivering Concierge-Level Service to Help Meet your Financial Goals

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.

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 a portfolio specifically for each individual.

Need some help with your year end taxes?

Staying Ahead of the Pandemic

MFA Wealth Town Hall Series:
CARES Act and Small Business Loans