Welcome to MCF Advisors!
We’re excited to let you know that your trusted team from [Former Firm Name] is now part of the MCF Advisors family.
While the name may be new, everything you value about your relationship with your [Former Firm Name] team remains the same. You’ll continue to receive the same personalized support and guidance you trust and rely on—now with the added resources, expanded services, and additional expertise of the entire MCF team behind you.
Much like [Former Firm Name], MCF Advisors is client first at its core. Our partnership with like-minded, talented professionals allows us to strengthen our abilities to continue to guide you on the path toward your financial goals, providing peace of mind every step of the way.
We are truly honored to be part of your financial journey and look forward to continuing to serve you in this exciting new chapter.
"[Former Firm Name] has always been about more than just managing your money - it’s about relationships, trust, and helping families plan for what truly matters most. From the start, our goal has been to put your interests first, and as we join MCF Advisors, that commitment remains unchanged. This partnership allows us to enhance the service and depth of resources we can offer, while staying true to the values that have guided us from day one. We’re excited for what’s ahead and deeply grateful for the trust you continue to place in us."
[CEO/Leadership First and Last Name, Title]
"We’re excited to welcome the clients of [Former Firm] to MCF Advisors. While the name on your statement may look different, our commitment remains the same, putting clients first in everything we do. You’ll continue to work with your dedicated team that understands your goals and remains focused on helping you achieve lasting financial success.”
— Dave Harris, CEO, MCF Advisors