A complete list of active advisors currently associated with MSA Financial

Warmer can help you find a great advisor at MSA Financial or one who fits your needs even better.

MSA Financial provides investment advisory and planning services to individuals, high‑net‑worth clients, trusts, estates, business entities, retirement plans and financial institutions. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, managed account program oversight, and retirement plan advisory (including ERISA 3(21) and 3(38) services). The firm builds individualized portfolios through client interviews and questionnaires and applies internal due diligence, combining fundamental and technical analysis to construct diversified allocations using mutual funds, ETFs and individual stocks and bonds with a primarily long‑term orientation and occasional tactical adjustments. MSA Financial also recommends and facilitates non‑purpose lending programs that use client assets held at the custodian as collateral; the brochure notes these borrowing arrangements can affect liquidity, tax treatment and risk exposure while the firm continues to manage the collateralized assets. Compared with many peers, MSA Financial operates as a multi‑advisor team managing roughly $1.4 billion and employs several CFP professionals while also providing consulting to brokerage customers of Mutual Securities Inc. The firm discloses a network of third‑party relationships—an institutional custody platform with Fidelity that supplies research and technology, insurance licenses held by advisors, and periodic third‑party support or travel from unaffiliated managers—which it says are managed through disclosure, policies and oversight.

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