mw
Mfa Wealth Services
SEC-regulated
Registered investment advisor
MFA Wealth Services, Inc. is a financial advisory firm that was formed in 2002 in California under the name Meador Financial, Inc. The firm specializes in providing personalized confidential financial planning and investment management services to clients. The major decisions of a strategic and administrative nature for the firm are undertaken by Christopher D. Mattern and Michael E. Garner. MFA Wealth Services offers continuous advice to clients regarding investment based on individual needs, managing advisory accounts on both a discretionary and non-discretionary basis.
The firm's investment strategies are based on asset allocation using Modern Portfolio Theory, aiming to reduce portfolio risk while maintaining or enhancing returns. MFA Wealth Services manages a variety of model portfolios based on client risk profiles, ranging from conservative to aggressive. The firm primarily uses mutual funds, individual stocks and bonds, exchanged traded funds (ETFs), and covered options for investments
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting