Why MFA
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. 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. The growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region.
our process
Hover over each step for tips from our MFA team
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.
From the MFA Team:
``Investing the time to analyze our clients’ goals is critical and goes to the heart of who we are as a firm.``
- Greg, Vice President Client Engagement
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.
From the MFA Team:
``Our collaborative team of professionals, assembled to serve and support each client, is crucial to meeting our goal to deliver premier planning.``
- Megan, Vice President and Chief Operating Officer
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.
From the MFA Team:
``All of our energies are targeted towards developing and refining our clients’ planning over time to help achieve financial security.``
- - Chris
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.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. MFA does not serve as an attorney, accountant, or insurance agent. MFA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of MFA’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on MFA’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and compensation
MAP Portfolio
Our exclusive MAP™ process utilizes advanced financial planning technologies. This unique paring of technology, along with our advisors’ experience, provides a comprehensive value-based planning process that yields a client-focused MAP™ for the road ahead.
Compass Portfolio
The Compass Portfolio Program provides sophisticated portfolio management for investors, robust ETF portfolios designed by MFA with digital experience by MFA for our clients.