Mfa Wealth Services
MFA Wealth Services is a nationally recognized SEC-registered investment adviser and wealth manager headquartered in Thousand Oaks, California. Founded in 2014, the firm offers personalized, concierge-level wealth management, financial planning, and advisory services to individuals, businesses, and investment companies. MFA Wealth Services is wholly owned by Christopher McMahon and employs a dedicated team of certified financial planners and registered advisors who focus on client relationships, long-term planning, and fiduciary standards.
Investment Strategy
MFA Wealth Services primarily utilizes a fundamental analysis approach, allocating client assets among mutual funds, exchange-traded funds (ETFs), select individual securities, and independent investment managers. The firm’s exclusive MAP™ process combines advanced financial planning technologies with advisor expertise to deliver client-focused, value-based long-term planning. Portfolios are structured for comprehensive wealth management and utilize discretionary management to provide flexible, personalized solutions tailored to each client's risk profile and goals.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.04% | $13.4M | 21,516 | $587.68 | $620.90 | +$1.5M |
Q QGRO | AMERICAN CENTY ETF TR | 6.64% | $8.8M | 80,954 | $99.43 | $109.12 | +$1.3M |
I IEI | ISHARES TR | 4.78% | $6.4M | 53,443 | $115.91 | $119.09 | +$137.7K |
S SCHD | SCHWAB STRATEGIC TR | 4.66% | $6.2M | 233,831 | $27.32 | $26.50 | -$1.5M |
S SHY | ISHARES TR | 4.00% | $5.3M | 64,205 | $82.02 | $82.86 | +$42.0K |