Financial Advisor in Jensen Beach, FL with 12 Year(s) of Experience
Professional Designations
Certified Public Accountant (CPA)
Personal Bio
Avid sports fan, happily married, father to 3 wonderful children, president of 2 successful practices (RIA firm AND a tax & accounting firm – MF Tax & Accounting, Inc.), graduate of DePaul University, and CPA – life is good!
Firm Name
MF Advisers, Inc.
Firm Bio
MF Advisers, Inc. is a full-service, fee-only RIA firm & fiduciary based in Dallas, PA & Jensen Beach, FL specializing in wealth management, investment advice, and financial planning.
With over 20 years of licensed 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.
Advisor Type
Broker Dealer - Matthew Fenedick
Firm License #
155518
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Education
Florida Atlantic UniversityBS in Accounting
Duration: 1991 - 1995
DePaul UniversityMBA in Accounting
Duration: 1999 - 2002
License(s)
Other, Series 65
Advisor License #
2655724
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Assets Under Management (AUM), Fee-Based, Hourly Fee
Specialties
Preferred Client Type
Personal Blog
Activities/Hobbies
Baseball, Basketball, Fantasy Sports, Football, Ice Hockey, Investing, Travelling, Walking
Language Spoken
English
Accomplishments
Helped create and currently am the President of 2 successful practices: MF Advisers, Inc. (RIA firm) and MF Tax & Accounting, Inc. (tax and accounting firm).
Disclaimer
Investment Advisory Services offered through MF Advisers, Inc. a Registered Investment Advisor (CRD # 155518). MF Advisers, Inc. is registered with the Pennsylvania Department of Banking & Securities. Investment adviser representatives are in compliance with the current filing requirements imposed in Pennsylvania and those states in which it maintains clients. MF Advisers, Inc. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
Additional Info
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.
Leave a Review
Matthew Fenedick CPA
FIDUCIARY
Position: President
Category: Tax & Accounting
Inception of Business: 2011