MCF Advisors Welcomes
[INSERT RIA COMPANY NAME]
We’re excited to announce that your trusted team from [INSERT RIA COMPANY NAME] is now part of the MCF Advisors family.
While the MCF Advisors name may be new, everything you value about your relationship with the [INSERT RIA COMPANY NAME] team remains the same. You’ll continue to receive the same personalized support and guidance you trust and rely on— now strengthened by added resources, expanded services, and the collective expertise of the MCF Advisors team.
Much like Accredited [INSERT RIA COMPANY NAME], MCF Advisors is a client-first business at its core. This partnership between like-minded, talented professionals allows us to strengthen our collective abilities and 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.
Continue Accessing Your Accounts
For legacy [INSERT RIA COMPANY NAME] clients: we want your transition to MCF Advisors to feel simple and seamless. You can continue to access your existing client portals through the secure links below.
Stay Connected with Your Team
[Insert First and Last name, Credentials w/ Trademarks]
[Title | Partner?]
[MCF NUMBER]
[MCF EMAIL @mcfadvisors.com]
[Insert First and Last name, Credentials w/ Trademarks]
[Title | Partner?]
[MCF NUMBER]
[MCF EMAIL @mcfadvisors.com]
[Insert First and Last name, Credentials w/ Trademarks]
[Title | Partner?]
[MCF NUMBER]
[MCF EMAIL @mcfadvisors.com]
[Insert First and Last name, Credentials w/ Trademarks]
[Title | Partner?]
[MCF NUMBER]
[MCF EMAIL @mcfadvisors.com]
[Insert RIA Firm Address]
[Insert RIA Leadership quote]
Example: Accredited Wealth Management 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.
– Shawn Clark and Steve Giacobbe
We are excited to welcome you to MCF Advisors. We are proud to join forces with [INSERT RIA COMPANY NAME], a team that shares our deep commitment to client service, integrity, and personalized financial leadership.
This partnership brings together decades of experience, expanded resources, and enhanced technology, all while maintaining the trusted relationships and individualized attention you’ve come to expect. Most importantly, the team remains dedicated to you and your financial goals, supported now by the broader capabilities of MCF Advisors.
Together, we look forward to building on [INSERT RIA COMPANY NAME]'s strong foundation and continuing to help you plan confidently for your future. Thank you for your continued trust. It’s an honor to serve you.
– Dave Harris, MCF Advisors CEO and Partner
