MFA Wealth Services

Overview

MFA Wealth Services is an independent, corporation-structured registered investment adviser that has been SEC registered since 2016. The firm is owner-operated and serves primarily individual and family clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Advisory services center on financial planning and portfolio management for individuals and small businesses. In addition to its RIA activities, MFA Wealth Services maintains business roles as a registered representative of a broker-dealer and as an insurance broker. The firm does not identify as an active ESG investor, is not multi-state in its advisory registration, and does not act as a capital allocator—it relies on external managers rather than running in-house alternative investment platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices