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MF Advisers, Inc.

Updated today

Client AUM

$35,365,428

Clients

177

Advisors

2

of 2 employees

About

MF Advisers, Inc. provides ongoing portfolio management and hourly financial planning to individuals, high‑net‑worth clients, and business entities. The firm reports discretionary portfolio management across household accounts and accepts directed brokerage and limited types of investments such as mutual funds, equities, bonds, ETFs, REITs, and government securities.

MFA documents client goals and constraints in an Investment Policy Statement and seeks discretionary authority to implement portfolios tailored to clients’ income, tax considerations, time horizon, and risk tolerance. The firm uses fundamental and cyclical analysis, may employ long‑ and short‑term trading and margin when appropriate, and performs account reviews at least monthly.

Noteworthy aspects include an affiliation with an accounting and tax practice (MF Tax & Accounting, Inc.), which the firm discloses as a related business interest, and principals who maintain significant outside business roles in data analytics and nonprofit finance. The firm also advertises third‑party ratings in its public materials and maintains an uncommon standing‑letter‑of‑authorization custody arrangement for a single client, each practices that are less common among similar supported firms.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.)

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Fee options

Percentage

$1 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%

Project-based

$175 per hour

Main office

Dallas PA

Advisors at this office

2

Most active in

Florida · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew F

Series 65

Dallas, PA

MF Advisers, Inc.

Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.

College savings (529s, UTMA, etc.)
user avatar

Martin F

Series 63, Series 65

Dallas, PA

MF Advisers, Inc.

Martin Federici Jr. is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with MF Advisers since 2011. Federici also engages in outside business activities related to data analytics and nonprofit financial roles. MF Advisers provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combined fundamental and cyclical investment approach, utilizing various asset classes and strategies under discretionary authority while accommodating client restrictions when feasible.

College savings (529s, UTMA, etc.)
View complete list of advisors at this firm
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