A complete list of active advisors currently associated with HAPPYRICH Capital

Warmer can help you find a great advisor at HAPPYRICH Capital or one who fits your needs even better.

HappyRich Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning primarily to individual clients, including high-net-worth households, managing roughly $61.1 million for about 55 client relationships through four advisors. Services include discretionary and non-discretionary portfolio management, written financial plans for clients meeting stated thresholds, and hourly or project-based consultations. The firm uses a strategic asset-allocation framework with a core of passive index and ETF holdings supplemented by actively managed funds where the firm sees opportunities, documenting objectives in investment policy statements and conducting regular reviews (typically quarterly). Portfolios are equity-focused and tailored to client objectives, and the firm recently removed digital asset management from its service menu, reflecting a shift in its product mix. Distinctive aspects include ownership and affiliated entities based in India (MFA Capital Private Ltd. and MFA Wealth Solutions Private Limited) and advisory personnel with ties to India, disclosures that the brochure links to potential conflicts and to the firm’s cross-border operations. The firm also issues subscription periodicals and special reports for clients and discloses relationships that involve the sale or distribution of financial products by affiliated entities, which differs from most peers.

To learn more about the advisors currently working at HAPPYRICH Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.