Mercury Financial Advisors (MFA) offers comprehensive financial planning services, including investment advice, to individuals, families, and business owners. MFA helps clients identify goals, analyze portfolios, allocate assets, plan for retirement and education, manage risk, prepare taxes, and manage cash flow. MFA offers two types of engagements: Retained Financial Planning Services and Financial Fitness Review.
Fee Structure
Specific investment recommendations and portfolio management are only offered to clients who choose the Retained Financial Planning Services. Mercury Financial Advisors recommends primarily no-load mutual funds, exchange traded funds, U.S. government securities, money market accounts, certificates of deposit, and individual bonds.