VETTED

Martin A. Federici, Jr.

AAMS®
Martin A. Federici, Jr.
Tel: 570-760-6524 91 Franklin Street Dallas, PA 18612
Wealth management, investment advice, & financial planning with a purpose
About Martin A. Federici, Jr.
CEO since Jan. 2011 of 2 practices: MF Advisers, Inc. and MF Tax & Accounting, Inc. Happily married with 3 wonderful children Member of the following organizations: Luzerne Merchants Association (LMA) PA Society of Tax & Accounting Professionals (PSTAP) Specializing in the following: Financial planning for FL & PA business owners Retirement planning for PA school district employees (PSERS, 403(b)s, IRAs, etc.) Health enthusiast, basketball fan
About MF Advisers, Inc.
MF Advisers, Inc. helps individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice, and financial planning. We are a fee-only RIA firm & fiduciary based in Dallas, PA and Jensen Beach, FL.

Our #1 priority as a fiduciary is to do what is in your absolute best interest without exception. With 30 years of licensed financial advisory experience, over 10 years of professional education, and an unwavering commitment to improving your financial situation, MF Advisers, Inc. is the advisory firm to best serve YOU.
See Disclosures
General Information
Firm Start Year:

2011

No. of Employees:

2-4 Employees

Name of Custodial Firm:

Charles Schwab

States Licensed in:

PA

Communities served:

Wilkes-Barre. Scranton, Back Mountain, Northeast PA

Number of Years with Current Firm:

15

Work Experience:

CEO, MF Advisers, Inc. Jan. 2011  Present

CEO, MF Tax & Accounting, Inc. Jan. 2011  Present

Financial Advisor, Edward Jones Nov. 2005  Dec. 2010

Work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Services
Investment Types:

Bonds, Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Your Home, Phone, Email, Your Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

0

Compensation Methods:

Based on Assets, Hourly

Fee % Based on Assets:

1%/year

Hourly Rate:

$175

Additional Details on Charges:

AUM fee is 1%/yr with breakpoints starting once clients reach $500K

Firm Information
Firm's Number of Clients:

198

Assets Managed by Firm:

$40,500,000

Advisor's Number of Clients:

198

Total Assets Under Management by Advisor:

$40,500,000

Education
BA:
Bloomsburg University
BA - History:
Bloomsburg University - Bloomsburg, PA
1991 - 1996
BA - History:
Bloomsburg University - Bloomsburg, PA
1991 - 1996
BA - History:
Bloomsburg University - Bloomsburg, PA
1991 - 1996
20 Years of Experience
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:00 AM - 4:00 PM
Tuesday8:00 AM - 4:00 PM
Wednesday8:00 AM - 4:00 PM
Thursday8:00 AM - 4:00 PM
Friday8:00 AM - 4:00 PM
Compensation Arrangements
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