Mahaffey Financial (Investment Advising) Mahaffey Financial (Investment Advising)

An Independent Fee-Only Registered Investment Advisory Firm

 

Mahaffey Financial is an independent fee-only registered investment advising firm. It is registered with the Pennsylvania Securities Commission and the Financial Industry Regulatory Authority (FINRA). Mahaffey Financial primarily helps investors in the state of Pennsylvania, but may help those in other states as well.

 

Mahaffey Financial is paid only by its' clients and not from any Wall Street type firms. It never receives any form of compensation from any Wall Street type firm, bank, or from any other source other than from its' clients. The majority of investment advisers are not fee-only investment advisers and work predominately for some form of compensation from Wall Street type firms, banks and other financial type companies for selling their products and services.

 

One of the best ways to improve the return on your investments is to avoid the high fees associated with most investing firms. My clients never pay any account fees for their IRA or taxable accounts, nor do they ever pay any front or rear load fees when purchasing or selling their mutual funds. Also, my clients annual expense ratios for their mutual funds are much lower than the national average.  

  

Mahaffey Financial has a "fiduciary" or legal responsibility to do what is in the best interest of its' clients. I may not accept any payments or commissions from anyone but from my clients. A key question to ask any investment adviser is if they are a fiduciary or not.  Are they working strictly on your behalf or for some financial company instead? Most investment advisors are only required to put their clients into so called "suitable" mutual funds that may not be in their client's best interest.

 

 

In this constantly shifting economy investors are increasingly in need of custom tailored investment plans to help them meet their specific goals and requirements for their IRA's, 401k's, taxable accounts, and the like. Mahaffey Financial is committed to developing solutions that are on target with your actual needs, and to implement them competently, responsibly, and with confidence. It is my policy to provide independent fee-only sound advice whatever your financial situation. 

 

 

 

 

 

 

 

 

What distinguishes us

Expert investment advice that achieves optimal results: Learn more about the practices that set us apart from the competition. Mahaffey Financial is your trusted source for investment guidance.

About Us

 

What we do

Mahaffey Financial focuses on providing sound financial advice for individuals and others. I actively manage your accounts and take an integrated approach that takes into consideration what is most prudent and beneficial for you as the client, since I do not ever work on commissions or for any Wall-Street type firm. I only work and get paid by my clients.

Our Services