MFB INVESTMENTS, LLC

Overview

MFB Investments, LLC is an owner-operated advisory firm that positions itself around financial planning and the selection of third‑party advisers rather than running a broad, in‑house investment platform. The firm bills clients through hourly and other non‑AUM fee arrangements, and it identifies as a capital allocator—meaning its role is often to source and direct client relationships to external managers or specialists rather than to directly manage large pools of client assets. MFB Investments does not identify as an active ESG investor and is not set up as a multi‑state adviser. The firm lists an industry affiliation with accounting professionals, which suggests a close working relationship with CPAs or accounting firms for client referrals or integrated planning work.

Assets & Accounts

Location & Offices