EVOLVING TO SERVE YOU BETTER
MFA to Combine with Baker Tilly
The MFA Companies® will join Baker Tilly December 2.
Joining forces lifts our commitment to changing people’s lives to even greater heights
with top-notch talent, collaboration and relationships coast-to-coast.
About MFA’s Wealth Management Practice
The Wealth Management Practice of The MFA Companies® operates as a fee-only financial advisor committed to responsible and risk-adjusted investing. We’re dedicated to helping individuals build financial security and successfully position themselves and their families for a long and rewarding future.
All services of MFA’s Wealth Management Practice are performed by MFA Asset Management, LLC, an SEC-registered investment advisor.
Our Investment Management Philosophy
MFA subscribes to an integrated investment philosophy that seeks to deliver 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 client objectives.
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.
Let’s connect to discuss your financial future.