MFP Financial Services offers investment management and financial planning services. Investment strategies are tailored to individual client needs and goals. MFP Financial Services also uses third-party investment advisors to implement investment portfolios. The firm provides financial planning and consulting services covering investment planning, retirement planning, estate planning, tax planning, and more. Wealth coaching services are also available to help clients achieve their financial goals.
Fee Structure
MFP Financial Services offers investment management services where the maximum annual fee will not exceed 2.00%. Fees are billed quarterly in advance based on the value of the account. Fees are negotiable. The firm also uses third-party money managers, and their fees are in addition to MFP Financial Services' advisory fees.