Advisor Details

Advisor Details

Financial Advisor in Dallas, PA with 11 Year(s) of Experience

Personal Bio

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!

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 managementinvestment 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.

Firm SEC/CRD #

155518

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BROKER CHECK
SEC

NASAA

Firm Logo

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Education

Bloomsburg University
BA History
Duration: 1991 - 1996

License(s)

Series 65

Advisor SEC/CRD #

5060087

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    Yes

    Methods of Compensation

    Assets Under Management (AUM), Fee-Based, Hourly Fee

    Specialties

    Preferred Client Type

    Personal Blog

    Activities/Hobbies

    Basketball, Board Games, Reading, Healthy Lifestyle, Running/Jogging, Walking, Weight Lifting

    Language Spoken

    English

    Accomplishments

    Helped create and currently am the CEO of 2 successful practices: MF Advisers, Inc. (RIA firm) and MF Tax & Accounting, Inc. (tax and accounting firm).

    Publications Featured In

    Huffington Post

    Investopedia

    NerdWallet

    CNBC

    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.

    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.

Contact:

91 Franklin Street
Dallas, PA 18612

marty@mfadvisers.com, marty@mftax.com

(570) 760-6524

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