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MTI Financial Advisors

EST. AUM
$350,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number 114120
Website mtifinancial.com
Client types

Overview

Founded in 1988 by Douglas Morey and Salah Tarraf, MTI Financial Advisors is an independent wealth management firm and retail allocator operating out of Edina, Minnesota. Operating under a fiduciary standard of care, the firm creates customized wealth plans and investment strategies for individuals, multi-generational families, and small business owners across more than 20 states. MTI utilizes an independent brokerage model, meaning its advisors are completely untethered from proprietary product quotas. Instead, they function as open-architecture gatekeepers, selecting third-party instruments tailored to individual risk tolerance and cash flow needs.

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Alternative Activity

Address

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

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