Post-IPO Strategy
Planning
for Reddit Employees
Tax-Smart Wealth
Management
Guided By Your Life Goals
Trusted by Employees of Top Tier Companies
Over $600M
Assets Under Management*
Over 300
Clients*
Over 100
clients use MFA’s financial planning services*
*as of 12/31/2023
FINANCIAL SERVICES TAILORED TO YOU
MFA Offers Customized Solutions
for Reddit Employees
MFA serves the needs of many tech employees and our team is well-versed in the decisions that tech employees
face. This familiarity helps our clients optimize their financial lives. Most of our clients utilize our financial
planning or investment management services which includes an emphasis on tax planning and diversification.
Comprehensive Financial Analysis
Fiduciary to
Our Clients
Diversified
Expertise
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.
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
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
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
Reddit IPO Post Lockup Webinar Recording
Gain Assistance
With Your Wealth
Management
Work with our team of advisors to learn how we
can start maximizing your financial well-being
Gain Assistance
With Your Wealth
Management
Work with our team of advisors to learn how we
can start maximizing your financial well-being