MFA Wealth Services, Inc.

EST. AUM
$309,972,977

CONTACTS

CLIENT ACCOUNTS
698

Firm Details

Metro area Los Angeles
CRD Number 169013
Website mfaws.com
Client types

Overview

MFA Wealth Services, Inc., legally registered as Meador Financial, Inc. and rooted in the longstanding Meador & Associates practice, is an independent, SEC-registered investment adviser headquartered in Thousand Oaks, California. Established in 2002, the firm operates under a strict fiduciary standard and provides comprehensive wealth management through an integrated approach that combines investment management, tax planning, asset protection, and financial planning services. The firm further enhances its planning capabilities through a strategic relationship with Cornerstone Law Center, enabling coordinated estate planning and wealth transfer strategies. In addition, MFA Wealth Services offers insurance analysis covering life insurance, annuities, and long-term care planning. Its investment philosophy emphasizes long-term, globally diversified portfolio construction using individual equities, institutional mutual funds, and low-cost exchange-traded funds tailored to each client’s goals and risk tolerance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

MFA Wealth Services, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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