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Learn who we serve

We serve the needs of the those in the tech community, from startup founders to employees of Big Tech as well those in industries who serve the larger tech ecosystem.

As a trusted advisor during the 90s tech boom, Morling & Company (our affiliated tax and accounting firm) was increasingly asked for financial advice that extended beyond taxes. MFA was launched in 1999 to serve the needs of these clients and provide  advice around equity compensation, investment strategy, real estate, and so on.

Many of our clients are working on the cutting edge of their respective fields, but prefer to spend their time and brainpower at work or with their families. While most of our clients reside in the Bay Area, we serve clients across both the country and globe.