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

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

MFP, LLC provides personalized, confidential investment advice and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a small, fee-only independent advisory practice that charges fees as a percentage of assets and does not accept commissions. Its investment approach emphasizes strategic asset allocation implemented primarily with passively managed index and exchange-traded funds and low- or no-load mutual funds, with portfolios globally diversified and oriented toward long-term results. The firm uses fundamental analysis, places trades under a limited power of attorney, reviews managed accounts weekly, and delivers quarterly performance reports. A distinctive feature is that the principal also practices law and maintains an affiliated law firm, and some clients receive both legal and investment services from the same firm—an arrangement that is uncommon among independent RIAs. The firm also delegates proxy voting to clients, does not participate in initial public offering allocations, and uses a custodial relationship that provides non-transactional operational and research benefits.

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