A complete list of active advisors currently associated with MFB Investments, LLC

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

MFB Investments, LLC is a registered investment adviser that offers financial planning and assistance in selecting third‑party money managers for individuals, high‑net‑worth clients, corporations, and other business entities. The firm does not provide discretionary portfolio management or directly manage client assets and reports no assets under management. Financial planning engagements are billed on an hourly basis and can range from comprehensive plans to single‑issue consultations; recommendations are provided in writing and clients retain discretion over implementation. When investment management is appropriate, the firm refers clients to external advisers and recommends generic, asset‑class level portfolios rather than specific securities; it does not take custody of client assets or vote client proxies. The brochure discloses an affiliation with an accounting firm and states the firm routinely recommends that affiliate for accounting services, a relationship the firm identifies as a potential conflict of interest. MFB also acts as a solicitor for a named third‑party adviser and shares in advisory fees of recommended money managers, and it generally will not monitor accounts or provide regular written reports unless a client requests such reviews—practices that distinguish it from advisers that offer ongoing portfolio management and reporting.

To learn more about the advisors currently working at MFB Investments, 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.