MFA Wealth Services

Overview

MFA Wealth Services is an independent, individually owned registered investment adviser incorporated and SEC-registered since 2016. The firm serves primarily individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee engagements. MFA Wealth Services also conducts business as a registered representative of a broker-dealer and as an insurance broker, which complements its advisory offering with access to brokerage and insurance solutions. The firm does not position itself as a capital allocator; instead it sources external managers for alternative exposures. It is not an active ESG investor and is not organized as a multi-state adviser. MFA Wealth Services maintains professional relationships with external accountants, law firms, and real estate brokers as part of its client advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices