My Financial Counsel ^Company

Both traditional financial institutions and new robo platforms oversimplify millennial investor need to a one-dimensional quest for investment returns and diversification. At MFC, we’re not in the race of creating one-size-fits-all, automated product solutions, or joining the battle to acquire more share of millennial investment assets. Our mission is to bring human-centric, holistic financial advice to mass affluent millennials, to guide them through major financial decisions and advise on cost-efficient setups for their multitude of financial solutions - from the 401k at work, IRA with a robo, crowd investing online, to student debt with the government and mortgage at a bank. Add partner’s finances, children, own business, aging parents, and real estate into the mix, things can get complex. Our platform gives mass affluent millennials access to highly vetted and tailored advice on major financial decisions, while also giving fiduciary financial experts who don’t hawk financial products a better way to help more millenials. The result is quality, upsell-free financial advice delivered the way that best suits you - via a one-off consultations or project-based financial planning sessions.