MFT Wealth Management

Overview

MFT Wealth Management is an independent, privately owned registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families, small businesses and institutions. The firm is SEC-registered (2025) and operates under an owner-occupied corporate structure. Its client base is concentrated on individual and family relationships. Fee arrangements include both asset-based (percentage of AUM) and fixed-fee engagements. Service lines emphasize financial planning and portfolio management across household and business accounts. The firm does not list ESG as an active investment priority, does not identify as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives