Comprehensive Services to Support Your Goals
Advisory services offered through MCF Advisors, LLC., an SEC Registered Investment Advisor. Investing involves a risk of loss.
See MCF Disclaimer Page for important disclosure information.
Investment Management
Personalizing your investment & retirement strategies.
Retirement Planning
Fiduciary-focused investment solutions and strategic guidance for your retirement plans, foundations, and endowments.
Estate Planning
Coordinating with our legal team to protect what matters most to you.
Tax & Accounting
Strategies to maximize efficiency and help reduce your liabilities.
Business & Exit Planning
Helping you plan transitions with confidence.
Finally, A Financial Team That Works as One for You
The Problem with Siloed Advice
Most people think of their financial advisor as just an investment manager. Then there’s a CPA for taxes, a lawyer for estate planning, an insurance agent, maybe even a separate trust officer. Each works in isolation and rarely speaks to the others.
That means when you make a financial decision, the ripple effects on taxes, investments, estate plans, retirement, or charitable giving often go uncoordinated. And who’s left to pull it all together? You in your “spare” time.
The MCF Difference
You deserve more than fragmented advice. At MCF, your dedicated Financial Advisor works with a team of investment analysts, planners, CPAs, retirement and insurance specialists, and trust experts, all working together for you. We call it holistic wealth management: one comprehensive plan designed around your goals, continuously managed throughout your lifetime.
Every decision we make considers your full financial picture, so nothing gets overlooked.
Are You Getting True Holistic Advice?
Ask yourself: When was the last time your trusted advisors reviewed your tax returns, estate plan, and insurance policies — together? If the answer is “rarely” or “never,” it’s time for a better approach.
Let’s Discuss your Strategy
Schedule a consultation to see how MCF Avvisors can align your financial legal, and business plan for long-term success
An Award-Winning Team You Can Trust
Honored as a Best Place to Work in Kentucky for Seven Consecutive Years
Please see MCF Best Places to Work 2025 Article for important disclosures regarding third party ratings.
Insights That Move
You Forward
Explore timely market updates, expert advice, and financial perspectives from the MCF team
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