Who We Serve

At MFA, we understand that there is no single path to wealth and take great care in delivering personalized, thoughtful financial strategies for our clients, each of whom is unique in experience and aspirations. We provide comprehensive financial planning and investment management support to clients from a broad range of backgrounds, including high-net-worth individuals, retirees and pre-retirees, business professionals, and multi-generational families.

In particular, we work with entrepreneurs, C-suite executives, business owners, young professionals and others who have or are expecting to acquire significant assets for the first time. It is an honor to work with these people, introducing them to new opportunities, clarifying options, and creating distinct plans that reflect their unique goals and ideals.


Contact Us

Let’s connect to discuss your financial future.



Our Offices

1 Highwood Drive
Tewksbury, MA 01876
(978) 557-5300

Conveniently located 20 miles
northwest of Boston.