A complete list of active advisors currently associated with MFP Financial Services, LLC

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

MFP Financial Services works with individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and corporate entities, providing asset management, comprehensive portfolio management, standalone financial planning, wealth coaching and retirement plan consulting. The firm implements portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and, when appropriate, engages third‑party money managers to implement client strategies. Portfolios are tailored to each client’s objectives, risk tolerance and time horizon, and are continuously monitored and rebalanced; the firm describes using a range of analytical methods including fundamental, technical, quantitative and sector analysis, and maintains duration constraints for fixed‑income allocations. MFP states it acts as a fiduciary and gathers detailed client information to set investment plans, and it may employ margin, options and short‑term trading tactics when they are judged suitable for a client’s goals. Several operational features distinguish MFP from many peers: it reports $361 million in discretionary AUM across three advisors serving about 1,284 clients (a notably high client‑per‑advisor ratio), sponsors a wrap‑fee program, and recommends LPL Financial as custodian while its representatives are dually registered with LPL and also maintain insurance and real‑estate licenses. The brochure also discloses that more than half of firm revenue comes from commissions, that the firm offers educational seminars/workshops, and that it conducts due diligence and oversight of third‑party managers—factors that create specific conflicts‑of‑interest and custody/clearing considerations clients should evaluate.

To learn more about the advisors currently working at MFP Financial Services, 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.