Financial Planning & Analysis
Transaction Advisory
Valuation
Wealth Management
Retirement Plans
Equity Compensation
Risk Advisory
Fraud & Forensic Accounting
IT Advisory
Litigation Support
Nonprofit Advisory
Talent Acquisition
December 2020
Time, Not Timing, Is the Key to Investing
This year has presented investors with many reasons to reevaluate their investment strategy, or even…
See MoreUnderstanding 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
