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 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.
Firm Logo

Education

BA History
Duration: 1991 - 1996
License(s)
Series 65
Advisor SEC/CRD #
5060087
Research this Advisor:
Are you a Fiduciary?
Yes
Do you receive any commissions or fees based upon financial products that you provide to your clients?
YesMethods 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
Schedule an Introduction