Team Banner

Tax-Smart Wealth Management

Diversifying Crypto

Team Mobile Banner

Tax-Smart Wealth
Management

Diversifying Crypto

Trusted by Employees of Top Tier Companies

Amazon Logo
Canva Logo
Coinbase Logo
Genentech Logo
Google Logo
Medallia Logo
Microsoft Logo
Pixar Logo
Reddit Logo
Roblox Logo
Tesla Logo
Airbnb Logo
Spotify Logo
Meta Logo

Over $750M

Assets Under Management*

Over 300

Clients*

Over 100

clients use MFA’s financial planning services*

*as of 12/31/2024

FINANCIAL SERVICES TAILORED TO YOU

MFA Offers Customized Solutions
for People with Cryptocurrency Holdings

MFA helps clients efficiently diversify their cryptocurrency holdings. Our tailored strategies focus on tax optimization and risk diversification, ensuring well-balanced portfolios aligned with long-term financial goals. Most of our clients utilize our financial
planning or investment management services which includes an emphasis on tax planning and diversification.

Search Icon

Comprehensive Financial Analysis

Security Icon

Fiduciary to
Our Clients

Expertise Icon

Diversified
Expertise

Service Icon

Tailored
Services
  • We provide in-depth planning for cash and equity compensation plans.
  • Review strategies and vehicles to diversify concentrated positions in a tax-efficient manner.
  • Implement a tax-loss harvesting strategy to offset gains from concentrated holdings.
  • Create a liquidity strategy that allows for cashflow flexibility or the purchase of big ticket items.
  • Coordinate with your tax advisor, CPA, and/or tax preparer to optimize your tax plan.
  • Employee benefit program details are embedded directly into our clients' financial plans.

Quote Icon Blue

The MFA team has shown remarkable understanding of our unique situation with genuine interest and support. Their personalized approach and attentive guidance have made all the difference in creating a strong foundation for our financial future. We highly recommend them to anyone seeking a compassionate and knowledgeable financial advisor.

former Director of Strategy & Experience, mega cap technology company

Quote Icon Blue

It has been great to have a trusted team to help execute our financial vision. We love having the ability to jump on a meeting to run through ideas and plan our family’s needs. It has also been helpful to have a firm who can navigate cross border strategies as it relates to taxes and investments.

CTO, large cap technology company 

Quote Icon Blue

When we approached Morling we had one single question in mind which was keeping up at night: How are we tracking towards retirement? We believed we were in a good spot but weren't sure, and were looking for details and a plan to meet our goals. Morling has provided incredibly detailed, personal advice which has given us the comfort of knowing our goals are being met. They've made the complicated very simple!

Sr. Account Executive, mega cap technology company 

Testimonials provided are by current clients of Morling Financial Advisors, LLC (“MFA”). MFA does not provide cash or non-cash compensation to clients in exchange for their testimonials. Testimonials are based on unique experiences from current clients and are not representative of all client experiences. The experience of any one client may not be representative of another client's experience with our firm.

Diversifying Crypto Tax-Efficiently

Gain Assistance
With Your Wealth
Management

Work with our team of advisors to learn how we
can start maximizing your financial well-being

SCHEDULE A CALL

Gain Assistance
With Your Wealth
Management

Work with our team of advisors to learn how we
can start maximizing your financial well-being

SCHEDULE A CALL

Group Image Mobile