Timothy Hole, MFA Wealth Management Practice

Timothy
Hole

CFP®     |     SENIOR FINANCIAL ADVISOR

(978) 569-2966
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EXPERIENCE

As a registered investment advisor, Tim provides holistic wealth management advice to help families and individuals tailor solutions to accomplish their financial objectives. In his role in The MFA Companies® Wealth Management Practice, Tim takes great care to understand his clients’ personal values and financial goals, educate them on available options, and implement strategies to support their financial well-being. He leverages over seven years of experience to provide his clients with a wide range of wealth management services including comprehensive financial planning and analysis, after-tax cash flow planning, goals-based planning, and financial forecasting.

Prior to joining MFA, Tim gained valuable insight and experience serving as a financial advisor in Morgan Stanley’s wealth management division.

EXPERTISE

  • Comprehensive financial planning
  • Portfolio analysis
  • Retirement income planning
  • Estate planning
  • Budget and cash flow analysis
  • Personal and financial reporting
  • Charitable planning

 

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