MF Advisers, Inc.
About
MF Advisers, Inc. is a full-service, fee-only RIA firm and fiduciary based in Dallas, PA and Jensen Beach, FL specializing in wealth management, investment advice, and financial planning.
MF Advisers, Inc.’s #1 priority as a fiduciary is to do what is in your absolute best interest without exception. With 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.
http://mfadvisers.com
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Frequently asked questions
What is your typical process for working with a new customer?
Our 11-step process to do what is right for the client:
1. Discuss client’s financial goals and expectations for working together
2. Provide client with all necessary disclosures and paperwork
3. Have client complete risk tolerance questionnaire
4. Gather all necessary personal and financial information from client
5. Analyze client situation in-depth
6. Recommend solutions to client (unique equity analysis and stringent mutual fund/ETF selection processes)
7. Have client sign all appropriate paperwork
8. Help client implement agreed-upon changes/plan
9. Regularly review and monitor client situation and plan, making changes as needed
10. Keep in touch with client regularly
11. Celebrate with client when specific goals are attained
What education and/or training do you have that relates to your work?
Professional Designations: AAMS®
Licenses: Series 65
Experience:
CEO, MF Advisers, Inc., Jan. 2011 – Present
CEO, MF Tax & Accounting, Inc., Jan. 2011 – Present
Financial Advisor, Edward Jones, Nov. 2005 – Dec. 2010
Specialties:
403(B) Plans (for Both Organizations And Individuals)
Investment Advice & Management
Financial Planning
Retirement Planning
401(K) Plans (for Both Businesses And Individuals)
Education:
Bloomsburg University Of Pennsylvania
BA – History 1991-1996
Minors In Business & Psychology
Community Involvement:
Member, Luzerne Merchants Association
Member, Plymouth Alive
Do you have a standard pricing system for your services? If so, please share the details here.
http://mfadvisers.com/our-fee-schedule/
How did you get started in this business?
Started as a financial advisor at Edward Jones in late 2005; licensed to practice in early 2006.
What types of customers have you worked with?
We work with individuals (education) and small business owners who understand that they have a need to save & plan for retirement, college, etc., and want to make sure that their particular tax situations are taken into account regarding these decisions.
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask if the advisor is a fiduciary. If the advisor isn't a fiduciary, continue to look until you find those who practice in that manner.
What questions should customers think through before talking to pros about their needs?
The reasons that you should hire a financial advisor (some people have unrealistic expectations what a financial advisor does).