A complete list of active advisors currently associated with MFA Wealth Advisors, LLC

Warmer can help you find a great advisor at MFA Wealth Advisors, LLC or one who fits your needs even better.

MFA Wealth Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio supervision, ERISA plan consulting and trustee‑directed plan management, and donor‑advised fund advisory services through Schwab Charitable for eligible accounts. MFA’s investment process emphasizes fundamental analysis and portfolio allocation across mutual funds, ETFs, debt and equity securities, with portfolios tailored to clients’ risk tolerance, time horizon, and liquidity needs and reviewed at least annually. The firm may engage independent managers, uses stop orders in certain circumstances, considers digital‑asset (cryptocurrency) ETFs for exposure, and manages “held‑away” accounts via a third‑party platform. Several operational features in the ADV distinguish MFA from many peers: the firm serves as a wrap fee program sponsor and discloses policies around direct fee debit and bundled services, it explicitly discusses clients’ use of margin or pledged‑asset loans and the resulting economic incentives to the firm, and it discloses an affiliation in which certain employees serve as officers of Moralis Technologies, LLC while subjecting those relationships to the firm’s Code of Ethics.

To learn more about the advisors currently working at MFA Wealth Advisors, LLC, 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.