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

What is a fiduciary and why does it matter?

The MFA Companies Wealth Management Practice is pleased to announce that Melissa Peterson is featured in a new advertising campaign from Schwab Advisor Services.

Meet Our Wealth Management Team

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Reach out to our team of financial advisors to discuss your wealth objectives and design a long-term investment strategy.

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