A complete list of active advisors currently associated with Mechfi

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

Mechanical Financial provides fee-based advisory services to individuals, trusts, estates, charitable organizations, corporations and employer-sponsored retirement plans. The firm offers discretionary investment management, financial planning, estate/legacy consulting and retirement plan consulting, and provides advice on variable annuities and education savings vehicles. The firm’s investment process is grounded in Modern Portfolio Theory and typically uses ETFs, mutual funds, REITs and selected individual equities and fixed income to build diversified portfolios aligned with each client’s risk tolerance and objectives. Mechanical Financial monitors accounts on an ongoing basis, delivers periodic performance reporting, and uses third‑party platforms for consolidated account views and financial‑planning analysis. Distinctive elements in the brochure include ongoing retirement‑plan consulting—serving plan sponsors and operating in a 3(21) co‑fiduciary role—and a documented program of client education: periodic newsletters and complimentary seminars/workshops covering topics such as estate/legacy planning, special‑needs planning and investing concepts. These institutional consulting services and regular educational outreach are less common among independent advisers of similar size.

To learn more about the advisors currently working at Mechfi, 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.

Name	Location	Years of experience
Mark Dyer	Sacramento, CA	9

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