Mintz Levin Financial Advisors (MLFA), LLC, an affiliate of the law firm Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C., provides high-net-worth individuals and families with comprehensive and customized financial planning services. MLFA is an SEC Registered Investment Adviser, overseeing over $800 million of client investment assets as of June 30, 2009. Barron's has named Mintz Levin Financial Advisors one of the top 100 independent financial advisors in the United States for the past two years.

In uncertain financial times when markets are volatile, it is important to have a team of advisors with your best interests in mind. Now, more than ever, you need a relationship with a knowledgeable advisor like MLFA to help achieve your long-term financial vision. MLFA's experienced professionals provide custom-tailored financial planning and wealth management services in which you can put your trust.

Our mission is to help our clients realize their life goals. To achieve our mission, we provide comprehensive and customized financial planning. Our team of highly trained, trusted advisors is dedicated to building lifelong relationships with our clients.

MLFA is consistently recognized as a leading wealth management firm. Barron's has named MLFA one of its Top 100 Independent Financial Advisors in the United States, Wealth Manager Magazine has chosen us as one of the nation's Top 100 Wealth Management firms, Financial Advisor magazine named MLFA to its inaugural list of leading firms, and the Boston Business Journal recently listed us as one of its top independent wealth management firms. President Robert J. Glovsky and Executive Vice President Cary P. Geller are regularly listed as two of the top wealth advisors in the country by such publications as Worth magazine. These individuals are supported by a talented team of dedicated, superbly trained, experienced, and respected professionals who meet the highest ethical standards.

Our innovative, customized wealth management service will integrate your financial planning and investment needs into one comprehensive program that offers "one-stop shopping" for advisory services. MLFA professionals work in teams to create, implement, and monitor customized, holistic financial plans that will address your investment, retirement, estate planning, multi-generational, charitable giving, tax planning, risk management, and/or education funding needs.

When a client engages us, our advice is objective-as a fee-only provider, we receive no compensation based on product sales. We have no vested interest in the products or the managers we recommend, other than to make sure our recommendations help each client achieve his or her goals.

We are conveniently located in downtown Boston. We look forward to speaking with you about your financial advisory needs.