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Navigate Your Financial Path with Confidence
By partnering with our firm, you can gain clarity, confidence, and a clearer path forward.
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The Power of Personalization
One-size-fits all solutions don't work as the complexity of your financial life increases. This is why we craft personalized strategies tailored to your career trajectory, risk tolerance, family dynamics, long-term aspirations, and current financial situation. Our approach is unique to your individual needs and we help you transform financial uncertainty into actionable steps that bring clarity and confidence to the decisions you make.
What We Offer
Financial Planning
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Robust planning capabilities for retirement planning and income.
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Year-round tax planning strategies to minimize your tax burden.
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Equity compensation evaluation and strategies.
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Optimize cash flow for savings, expenses, and taxes.
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Estate planning and risk management review to protect assets and loved ones.
Portfolio Management
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Investment portfolios that are rooted in academic research and time-tested investment principles.
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Customized investment plans based on your goals, financial objectives, risk tolerance, and tax situation.
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Coordinate investments and income across different institutions, account types, and financial goals.
Guidance
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Assess your current situation and make informed decisions.
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Navigate changes due to life transitions.
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Remain on course and stay committed to long-term goals.
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Receive expert advice when making large financial decisions.
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Tackle issues proactively and reduce stress and improve outcomes
As Your Life Evolves, So Should Your Financial Strategy
When Wealth Grows, So Does Complexity
Investors often hit inflection points where the increasing complexity of their lives comes into sharp focus. As your career advances and your wealth grows, you may find yourself at a crossroads where you realize that managing your investments and planning for your future has become a daunting task. For over 23 years our mission has been to alleviate that stress allowing you to focus on what's truly important - your career, your family, your passions, and your life goals.
How We Help You Simply Your Financial Life
Wealth Management
A comprehensive plan has many components, and crafting the plan requires knowledge and expertise. We'll take the guesswork out of the process and help you create, and maintain, a plan designed around your needs.
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Investment Management
The investment landscape is full of challenges from investment selection, to taxes, to managing risk and market volatility. We provide the expertise and guidance so you can build wealth over time through the power of the financial markets.
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Leverage our Expertise
CPA/PFS
CFP®
Certified Public Account Personal Financial Specialist
CERTIFIED FINANCIAL PLANNER
TM
EA
Enrolled Agent
ECA
Executive Compensation Associate
About Us
At MFAC Financial Advisors, Inc., we have provided guidance and advanced financial planning strategies to our clients since 2001. We take pride in our personalized approach and strive to build long-lasting relationships with our clients. We have offices in Westalke Village, CA and Northern Baltimore County, MD. We also leverage technology and serve clients nationwide remotely.
FEE-ONLY
We operate on a transparent, Fee-Only basis. We receive no commissions or product-related fees, ensuring our advice remains unbiased and aligned with what's best for you. This reduces the potential for conflicts of interests.
INDEPENDENT
As independent advisors, we are not beholden to any brokerage firm, investment company, or asset manager, which allows us to seek out the best custodians, investments, and investment strategies to meet our clients' needs.
FIDUCIARY
We hold ourselves to the highest ethical and fiduciary standards in the financial planning industry. As fiduciaries, we act in the best interests of our clients at all times ensuring every recommendation is designed to improve your financial well-being.
