Advisor Details

Advisor Details

Financial Advisor in Jensen Beach, FL with 11 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 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

DePaul University
BS in Accounting
Duration: 1991 - 1995
Florida Atlantic University
MBA in Accounting
Duration: 1999 - 2002

License(s)

CPA in FL, Series 65

Advisor SEC/CRD #

2655724

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, Football, Ice Hockey, Investing, Travelling, Baseball, Fantasy Sports, 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).

    Publications Featured In

    Other

    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.

Contact:

546 Northeast Silver Oak Terrace
Jensen Beach, FL 34957

matt@mfadvisers.com, matt@mftax.com

(561) 329-1296

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