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Making quality financial advice more accessible to millennials

Making quality financial advice more accessible to millennials

Both traditional financial institutions and new robo platforms oversimplify millennial investor need to a one-dimensional quest for investment returns and diversification. At MFC, we’re not in the race of creating one-size-fits-all, automated product solutions, or joining the battle to acquire more share of millennial investment assets. Our mission is to bring human-centric, holistic financial advice to mass affluent millennials, to guide them through major financial decisions and advise on cost-efficient setups for their multitude of financial solutions - from the 401k at work, IRA with a robo, crowd investing online, to student debt with the government and mortgage at a bank. Add partner’s finances, children, own business, aging parents, and real estate into the mix, things can get complex. We are currently getting ready to pilot our Advisor Q&A forum and Employee Financial Wellness program, and in beta mode for our proprietary, behavioral-science-based advisor matching algorithm.