Role of an Advisor

Your MSMF advisor blends the best of human experience and data analytics to deliver a tailored financial blueprint that helps you get closer to achieving your goals...all while giving you the support you need to navigate life’s toughest challenges.

Advantages of an Independent Advisor

MSMF advisors have one priority: the happiness and success of our clients. Because we aren’t beholden to a large corporate wirehouse, our advisors are free to recommend and implement any solutions that align with our clients’ needs and goals. Also, because of the structure of our organization, we’re able to dedicate more one-on-one time with our clients to deliver the personal touch that sets MSMF apart.

Why Human Touch Matters

With the continued advancement of AI technology, robo-advisors are becoming increasingly popular, especially among Millennials. MSMF blends data and analytics intelligence with years of firsthand experience to bring our clients the best of both worlds: data-driven, fact-based recommendations and a real person to guide you through the emotional complexities that influence our financial lives.

Leadership and Guidance

Your advisor is there to do just that—advise you on making smart decisions. It’s our job (and our passion) to free our clients from indecision and anxiety about what to do with their money.

Where some advisors in the industry saddle you with daunting choices, MSMF helps guide you along the path we built together at the onset of the relationship.