Wealth Management

Understanding and navigating the risks and potential rewards involved with accumulating and preserving assets can be daunting. With the help of thoughtful and professional guidance, individuals can effectively manage their wealth, navigate their financial future and successfully position themselves to realize their deepest and most profound life goals.

MFA’s Wealth Management Practice delivers on an investment management philosophy that revolves around providing our customers with dynamic investment solutions through deliberate and thoughtful investment analysis with the goal of delivering consistent risk-adjusted returns. Our customers’ unique and personal financial objectives, cash flow requirements, time horizon, risk tolerance and tax situation are all taken into consideration in order to arrive at a long-term investment strategy.

Investment Management
Financial Planning
Retirement Planning
Tax Insight
Risk Management & Insurance
Inheritance, Estate & Gift Planning
Philanthropic Advisory

The Wealth Management Practice of The MFA Companies^® operates as a fee-only financial advisor committed to responsible and risk-adjusted investing. Learn more about our investment management, financial planning and wealth advisory solutions for individuals and families.

Visit MFA’s Wealth Management Website

Explore Our Services

Tax Planning & Compliance

Audit & Assurance

Technical Accounting

Financial Planning & Analysis

Fraud & Forensic Accounting

Meet Our Wealth Management Team

Jeremy Robert

As a Partner and Director of Portfolio Management & Due Diligence for MFA’s Wealth Management Practice, Jeremy monitors and maintains customer portfolios as well as…

Amanda Bradley

Amanda provides support for MFA’s Wealth Management Practice, through which she communicates and collaborates with the Firm’s high-net-worth customers to support their ongoing needs and…

Michelle Mackey

Michelle is a leader in MFA’s Risk Advisory Practice, leveraging nearly two decades of experience, particularly in the areas of accounting, business process efficiency, Sarbanes-Oxley…

Carl Famiglietti

As Managing Partner of The MFA Companies, Carl directs the Firm’s vision and brings passion and ingenuity to every interaction with fellow Members, customers and…

Susyn Lichtenberg

As a member of MFA’s Wealth Management Practice, Susyn provides strategic support to facilitate existing customer growth and new customer acquisition. Susyn is a graduate…

David DuBrava

David leads MFA’s Retirement Plan Advisory Practice, which supports Plan sponsors in developing best-in-class retirement programs that are strategically aligned with their organization’s objectives. Specifically,…

Jeff Arsenault

Jeff leads MFA’s Individual & Family Tax Practice, where he focuses on providing tax advisory and regulatory oversight to MFA’s high-net-worth individuals and families, particularly…

Melissa Santas Peterson

As a leader in the Wealth Management Practice, Melissa works with MFA’s customers to secure their financial futures through thoughtful planning and disciplined investing. Her…

Timothy Hole

As a Partner and Director of Financial Planning for MFA’s Wealth Management Practice, Tim effectively collaborates with customers by providing custom-tailored solutions to meet their…

Martha Miller

With years of experience, Martha provides expert operational and administrative support across The MFA Companies. Her efficiency and attention to detail, coupled with her warm…

Explore the MFA Team