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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, holistic wealth management services.  MLFA is an SEC Registered Investment Adviser, overseeing more than $1 billion of client assets.

Our mission is to be the best organization at offering high level, customized, and objective wealth management services to high net worth individuals and families with a minimum of $1 million of investment assets. 

In 2004, 2005, and 2006, Bloomberg Magazine chose MLFA as one of the nation's Top Wealth Management firms. MLFA was also included in the June 2006 edition of Financial Advisor magazine in its inaugural list of leading firms, and the Boston Business Journal recently listed MLFA as one of its top independent wealth management firms. President Robert J. Glovsky and Managing Director 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, highly 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 advisors we recommend, other than to make sure our recommendations help each client achieve their goals. 

We are conveniently located in downtown Boston.  We look forward to speaking with you about your financial advisory needs.  For additional information about Mintz Levin Financial Advisors, please see Part II of our Form ADV that is available upon request.