At our core, MFA’s Wealth Management Practice is built around our people. With expertise as diverse as the clients we serve, our team stands ready to collaborate with individual investors to create customized personal investment management solutions to help build financial security and sustainability.
We are an SEC-registered investment adviser comprised of specialists in investment management, financial planning, tax planning, and more. Our multi-disciplinary team includes advisors who hold the Chartered Financial Analyst® (CFA) designation, as well as those who are Certified Public Accountants (CPA) with Masters in Taxation (MST), Certified Financial Planners (CFP®), Registered Life Planners (RLP®) and Personal Financial Specialists (PFS).
Based just north of Boston, our team works with individuals, families and investors across the U.S. to support their desire to effectively manage their wealth and navigate their financial future.
Let’s connect to discuss your financial future.