A complete list of active advisors currently associated with MFT Wealth Management
Warmer can help you find a great advisor at MFT Wealth Management or one who fits your needs even better.
MFT Wealth Management is an independent advisory firm that provides financial planning, discretionary investment management, and discretionary short-term trading services to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm reports approximately $30.6 million in discretionary assets under management and delivers each service under separate agreements. The firm’s investment approach blends Modern Portfolio Theory with both strategic and tactical asset allocation, using equities, fixed income, and exchange-traded funds to construct diversified target allocations and periodic rebalancing. MFT also employs technically driven, risk‑managed short‑term trading strategies for certain accounts and may incorporate options, margin, cryptocurrency ETFs, precious‑metal ETFs, and Sharia‑compliant portfolio construction where appropriate. Compared with many solo independent advisers, MFT’s client mix and services are notable for including business entities and institutional‑type accounts alongside individual and trust clients, and for combining discretionary institutional portfolio management with active intraday trading. The brochure also discloses that the firm’s principal is licensed to sell insurance and may recommend insurance or annuity products—creating a material conflict of interest that the firm discloses—and that it directs all custody to a single institutional custodian and does not aggregate client orders.
To learn more about the advisors currently working at MFT Wealth Management, 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 |
|---|---|---|
Boston, MA
| 8
|
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