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Matthew Fenedick

Advisor at MF Advisers, Inc.

Updated today
MF Advisers, Inc. logo

Firm

MF Advisers, Inc.

Location

Dallas, PA

Credentials

Series 65

Industry experience

15 years

About

Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.

Client services

Based on MF Advisers, Inc.

Financial planning Portfolio management

Expertise

Based on MF Advisers, Inc.

College savings (529s, UTMA, etc.)

Fee options

Percentage

$1 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%

Project-based

$175 per hour

Location

Dallas, PA

Most active in

Florida · Pennsylvania · Texas

Work history

Mf Advisers, Inc. (155518)

2010 - Present (16 years)

Mindful Management

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
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Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tanner V

Series 65

West Pittston, PA

Park Lane Financial Group LLC

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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Philip G

Series 63, Series 65

Clark's Summit, PA

1st Financial Investment, Inc.

General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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George A

CFP®

Harveys Lake, PA

George J. Appel

Debt management Cash flow / budgeting Retirement income strategy General tax planning Business sale tax planning
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Charles G

Series 63

Clark's Summit, PA

1st Financial Investment, Inc.

General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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