Our Clients

MFFM usually works with one of four types of clients.

First are affluent high net worth Individuals, generally retired, or at least very close to it, who have worked hard to accumulate significant wealth and want to protect it. Generally these clients have Revocable and Irrevocable Trust relationships that require a firm experienced in the unique complexities of trust administration and taxes.

Second are successful professionals, including doctors, corporate executives, CPA's and attorneys.

Third are small business owners. We help them both individually and also with their corporate needs and retirement plans.

And fourth are women investors, including both widows and divorcees.

Our clients come from a wide variety of backgrounds, but they share a desire to take care of their money and use it to reach specific goals.