MFA Wealth Advisors, LLC logo

MFA Wealth Advisors, LLC

Updated today

Client assets under management

$603,821,410

Clients

801

17% high-net worth

Advisors

7

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

114

Very High

Average account size

$753,834

About

MFA Wealth provides discretionary investment management and related financial planning and consulting to individuals, high net worth clients, retirement plans, trusts, and other entities, and reports managing roughly $602 million in client assets as of December 31, 2025. Services include ongoing portfolio supervision, tailored wealth management, and retirement-plan consulting or participant-directed plan support.

The firm’s investment process uses fundamental analysis and model asset allocations implemented across mutual funds, ETFs, equities, fixed income, and, when appropriate, crypto ETFs; MFA also selects Independent Managers for portions of client portfolios and monitors portfolios on an ongoing basis. MFA treats cash as an asset class, discloses its use of stop orders and margin/pledged-asset borrowing (and related risks and conflicts), and offers clients the option to exclude cryptocurrency exposure from their accounts.

MFA operates as a wrap fee program sponsor and has added the ability to manage “held-away” accounts through a third‑party platform, and it offers Schwab Charitable donor-advised fund advisory services for eligible clients—features the brochure highlights alongside its use of solicitor agreements for client referrals. The brochure also discloses potential conflicts and affiliations (for example, certain employees serve as officers of another entity) and describes the policies MFA uses to address those arrangements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Flat fees may be charged for extraordinary planning and/or consultation services as determined by MFA, with amounts set forth in separate written notices to clients.

Percentage

$0 - $100,000: 1.65% $100,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,500,000: 0.60% $3,500,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%

Main office location

MFA Wealth Advisors, LLC

650 Washington Road, Suite 8000

Pittsburgh PA 15228, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Mark K

Series 63, Series 65

Pittsburgh, PA

MFA Wealth Advisors, LLC

Mark Kasimirsky is a financial advisor at Moralis Technologies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moralis Technologies since 2021, as well as MFA Wealth since 2017 and MassMutual since 2014. Outside of his advisory roles, he serves as president of Back Porch Innovations, a home goods retailer. Moralis Technologies provides discretionary investment management to a diverse client base, including individuals, charitable organizations, and corporations. The firm integrates quantitative, fundamental, technical, and cyclical analysis with proprietary technology and a Faith and Finance Score to build diversified portfolios aligned with Christian and Catholic values.

Wealth management
user avatar

Nathan F

Series 66

Pittsburgh, PA

MFA Wealth Advisors, LLC

Nathan Fulkman is a financial advisor at MFA Wealth Advisors, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, KeyBank, and Mass Mutual. He is also an advisor at Moralis Technologies, LLC, a related SEC-registered investment adviser. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm emphasizes fundamental analysis and customizes asset allocations across various investment vehicles, offering options such as value and faith-based/ESG-aligned strategies.

Wealth management
user avatar

Megan P

Series 63, Series 65

Pittsburgh, PA

MFA Wealth Advisors, LLC

Megan Petruska is a financial advisor at MFA Wealth Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and serves as Chief Operations Officer at both MFA Wealth Advisors and Moralis Technologies, LLC. Additionally, she is a partner at Watchdog Xpert, a compliance technology firm. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs fundamental analysis to tailor asset allocations across various investment vehicles and offers options including value and faith-based/ESG-aligned strategies.

Wealth management
user avatar

Christopher M

ChFC®, Series 63, Series 65

Pittsburgh, PA

MFA Wealth Advisors, LLC

Christopher McMahon is a financial advisor with MFA Wealth Advisors, LLC in Pittsburgh, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience and serves as president and CEO of both MFA Wealth Advisors and Moralis Technologies, LLC, an affiliated SEC-registered investment adviser. He is also an author of the book *Faithful Finances*. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm uses fundamental analysis and customizes asset allocations across various investment vehicles, offering value and faith-based/ESG-aligned strategies, and incorporates cryptocurrency exposure and lending options for clients who choose those services.

Wealth management
user avatar

Bohdan S

Series 63, Series 65

Pittsburgh, PA

MFA Wealth Advisors, LLC

Bohdan Stone is a financial advisor with MFA Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes tenures at Morgan Stanley and Morgan Stanley Private Bank. He is also an advisor with Moralis Technologies, LLC, a related SEC-registered investment adviser. MFA Wealth Advisors offers discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs fundamental analysis to tailor asset allocations across various investment vehicles and provides options including value and faith-based/ESG-aligned strategies, with additional services such as independent manager access and donor-advised fund management.

Wealth management
user avatar

Gregory D

Series 63, Series 65

Pittsburgh, PA

MFA Wealth Advisors, LLC

Gregory Dukes is a financial advisor with Moralis Technologies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at MFA Wealth Advisors, LLC since 2014 and joined Moralis Technologies in 2021. Outside of his advisory roles, he manages two online businesses, My Cookees LLC and Birthday Skirt LLC, which focus on cookie sales and online clothing retail, respectively. Moralis Technologies, LLC provides discretionary investment management to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis alongside proprietary technology and a Faith and Finance Score to build diversified portfolios that incorporate values-based investment screening aligned with Christian and Catholic beliefs.

Wealth management
user avatar

William M

Series 63, Series 65

Pittsburgh, PA

MFA Wealth Advisors, LLC

William Mc Mahon is an investment advisor at Moralis Technologies, LLC with eight years of industry experience. He previously worked at Morgan Stanley & Co. LLC and JP Morgan Chase. Mc Mahon holds Series 63 and Series 65 licenses and serves as Chief Equity Strategist at both Moralis Technologies and MFA Wealth Advisors. Moralis Technologies, LLC provides discretionary investment management to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a values-based investing strategy aligned with Christian and Catholic beliefs, combining quantitative, fundamental, technical, and cyclical analysis with proprietary technology to construct diversified model portfolios.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")