Why choose us? Because you want your finances in the best shape possible. You want a proven team of experienced advisors who will identify the best course of action for your unique needs and circumstances.

MFT is one of the most highly acclaimed and decorated firms in the country. We are big enough to deliver an impressive breadth and depth of knowledge to help keep your finances aligned with your vision, yet small enough to be highly attentive to our clients' needs. We have an extraordinarily high client retention rate and the bulk of our new clients come from client referrals.

Personal finance has never been more complex. You deserve advice from bona fide experts who work solely for you, are objective, independent, and never get paid to sell you products.

If you become a client, you can expect:

·Your vision for your family is our starting point. We will always focus on that vision.

·You will get expert advice from some of the most experienced and highest-regarded advisors in the country. We are committed to maintaining leading-edge expertise.

·You will be treated like family by a team dedicated to helping you get and keep your financial affairs in the best possible condition.

·We will be “A Sanctuary from the Noise®.” You will not see a market barometer or breaking news on our website to create needless anxiety or clutter your financial thinking. With a sound financial plan, such fluctuating information is almost meaningless.

·You will experience our unwavering commitment to your needs. We put our commitment in writing as few others can or will do.

·You will receive clear and understandable communication with minimal jargon.

Your experience with an advisory firm is determined in large part by the interactions with the firm’s personnel. If we could highlight only one hallmark of MFT, it would be our staff’s tenure rather than our awards, national notoriety, or leadership roles held within our profession.

We strive to make MFT a great place to work. We hire smart people who relish working for the betterment of our clients. Employees stay with our firm because they have taken ownership of our mission to provide top-notch advice and service, and our clients respond to that care. 

As you can see in our January 2020 post, the financial planning community recognizes the talents of this firm. MFT has served clients well for decades, and is poised to continue to do so.

If you want proven, expert advice and world class service from a team with the breadth and depth to last through your lifetime and who show they truly care about their work and your well-being every day, MFT is the right firm for you.