A complete list of active advisors currently associated with MFA Wealth Services
Warmer can help you find a great advisor at MFA Wealth Services or one who fits your needs even better.
MFA Wealth Services is a registered investment adviser serving individual and high‑net‑worth clients, as well as trusts, business owners and corporations through a three‑advisor team managing roughly $293 million in client assets across 224 accounts. The firm offers personalized financial planning, ongoing portfolio management (discretionary and non‑discretionary), and selection and monitoring of third‑party money managers. The firm’s investment process emphasizes strategic asset allocation grounded in Modern Portfolio Theory, using mutual funds, ETFs, individual stocks and bonds, and covered options, supported by fundamental analysis, charting and third‑party research; it maintains model portfolios that are periodically reviewed and is transitioning toward predominately discretionary management (about $292.4 million discretionary vs roughly $642,740 non‑discretionary). MFA Wealth Services monitors allocations for rebalancing and may adjust portfolios for tax and liquidity considerations rather than rebalance on a strict schedule. What is distinctive is the firm’s multi‑disciplinary affiliations: principals also act as registered representatives of a broker‑dealer, operate an insurance agency, have an affiliated law practice and provide CPA/tax services, and hold real‑estate broker licenses — activities the firm discloses and says occupy a modest portion of their time and that can affect implementation options or create conflicts the firm manages. The firm also relies on third‑party administration and custody arrangements and reports that nearly all assets are managed on a discretionary basis despite its small advisor count, which is atypical for similarly sized supported firms.
To learn more about the advisors currently working at MFA Wealth Services, 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 |
|---|---|---|
Thousand Oaks, CA
| 21
| |
Thousand Oaks, CA
| 19
|
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