for the Discerning Investor
Investment management, financial planning and wealth advisory solutions to help individuals effectively manage their wealth, navigate their financial future, and successfully position themselves to realize their deepest and most profound life goals.
Conveniently located 20 miles northwest of Boston.
1 Highwood Drive | Tewksbury, MA 01876 | (978) 557-5300 | firstname.lastname@example.org
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 adviser.
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.