Start A Financial Plan
Start a Detailed Financial Plan | Work with an MFG Advisor
Before we can build a plan to help you meet your financial goals, we’ll need to know more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
Takes less than 5 minutes.
Redefining Risk Profile
MFG Private Client | High-Net-Worth
High-net-worth investors, those with assets exceeding $1,000,000 in investable assets, encounter a unique array of challenges when it comes to wealth management and financial planning. Navigating intricate investment decisions, strategizing estate tax liabilities, and maximizing potential gains through tax efficiency become increasingly critical.
Our emphasis is on streamlining and enhancing the decision-making process in wealth management for this specific demographic.
Our Team
Dan McCabe
Founder
Tom McCabe
President | Wealth Advisor | CFP® professional
Christy Walsh
Branch Operations Manager
Pavlo Yanytskyy
Wealth Advisor | Financial Planner
Sean O'Shea
Wealth Advisor | CFP® professional | CRPC®, AIF®
CERTIFIED FINANCIAL PLANNER®
For 50 years, the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals must meet extensive training and experience requirements, and commit to CFP® Board's ethical standards that require putting clients' interests first. CFP® professionals ensures the expertise to address all aspects of his clients’ financial lives — from investment management and tax strategies to retirement, estate, and insurance planning.