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
Additional Areas of Practice


Our Investment Philosophy

The MFA Companies Wealth Management Practice firmly subscribes to an integrated investment management philosophy that delivers solid risk-adjusted returns through risk mitigation, cost minimization and a disciplined, long-term approach. By integrating these aspects of investment management, we develop financial solutions that help maximize tax efficiency and meet customer objectives.

  • Risk-Adjusted Returns
  • Risk Mitigation
  • Minimize Costs, Fees and Taxes
  • Independence
  • Disciplined, Long-Term Approach

Contact Us to Learn More

Meet Our Wealth Management Team

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