About
Lucky husband, father of 3 wonderful children, health and fitness nut, CEO of 2 practices (RIA firm AND a tax & accounting firm - MF Tax & Accounting, Inc.), lucky to have a fantastic business partner and a great group of clients who make our work very enjoyable...counting my blessings every day!
Investment Philosophy
Wealth management, investment advice, and financial planning with a purpose in mind —YOURS
Our business is NOTHING without our clients.
At MF Advisers, Inc., as fiduciaries we want to improve our clients’ financial situations
and do what is in their absolute best interest each and every time without exception.
Firm Information
FirmMF Advisers, Inc.
PositionCEO
Agency TypeRIA
Firm CRD#155518
About Firm
MF Advisers, Inc. helps individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice, and financial planning. We are a fee-only RIA firm & fiduciary based in Dallas, PA and Jensen Beach, FL.
Our #1 priority as a fiduciary is to do what is in your absolute best interest without exception. With 30 years of licensed financial advisory experience, over 10 years of professional education, and an unwavering commitment to improving your financial situation, MF Advisers, Inc. is the advisory firm to best serve YOU.
Firm Location
Professional Details
Advisor CRD#5060087
Fiduciary Yes — acts in your best interest
CompensationAssets Under Management (AUM) • Fee-Based • Hourly • Hourly Fee
Designations
Licenses
Investment Information
Assets Under Management$41M
Company Profile
Company Size
Est. 2011
Resources
Practice Focus
Specialties
- Retirement Planning 10%
- Educational Planning 9%
- Employee Benefit Plans / 401(k) 9%
- Financial Planning 9%
- Holistic Financial Planning 9%
- Individual Stocks / Bonds 9%
- Mutual Funds / ETFs 9%
- Other 36%
Preferred Client Type
- Individuals 40%
- Business Owners 15%
- Self-Employed Individuals 15%
- Educators/Teachers 14%
- Retirees 10%
- First Responders 5%
- Non-Profits 1%
Education
Years of Experience 20
Education
Bloomsburg University — B.A., History (1991–1996)
About Me
Hobbies & Interests
Favorite Sports Teams
Languages Spoken