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Advisor Testimonial: Richard B. Wagner, JD, CFP®
President, Worth Living (past president of the ICFP)
"Myfinancialadvice enables individuals to receive informed, client-centered, objective and affordable advice. It enables advisors the opportunity to apply their crafts efficiently and effectively, while being appropriately compensated for their wisdom. This is exciting work!"


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Welcome Advisors

Advantages of the MFA Network
If you are new to Myfinancialadvice (MFA), we invite you to take a close look at our service, which is America's only interactive financial advisor network. If you like what you see, please request an Advisor Information Kit by contacting our Advisor Services group to learn more.
 
  • Increase your fee income
  • Expand your customer base
  • Reduce your costs
  • Increase efficiency
  • Differentiate your practice
  • Work when you want
  • Work where you want

 

Minimum Advisor Requirements How It Works
  • 3 years of relevant work experience
  • Licenses and credentials, which allow you to practice in your area of expertise
  • Clean regulatory and criminal history
  • Acceptance of MFA Ethical Code
  1. Customer Contacts Advisor
  2. Advisor Sends Proposal
  3. Customer Accepts Terms
  4. Advisor Completes Project
  5. Advisor Receives Payment

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Advisers listed on the Myfinancialadvice website offer investment advice in those states in which the adviser is registered, or excluded or exempted from such registration. Advisers listed will give advice only if they are licensed or otherwise qualified under state and federal laws to do so. Review the advisor credentials and offered regulatory brochure of each adviser for details.