MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been recognized as a winner in the "Best Places to Work in Kentucky" awards 7 years in a row.*
The Wealth Management division provides investment and advisory services to individuals, families, and businesses, specializing in retirement planning, business succession, risk management, insurance, trust, tax, and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach.
The Institutional division focuses on enhancing retirement plan experiences for employers and employees, offering solutions that reduce financial liabilities, expand investment opportunities, and improve participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor.
*Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services. Please refer to our website for additional information regarding the Best Places to Work in Kentucky award at www.mcfdvisors.com/awardsandrecognition.
Company Details
- Employees
- 102
- Founded
- -
- Address
- 333 West Vine Street,
- Phone
- +1-859-392-8600
- cl****@****ors.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- mcfadvisors.com
- Keywords
- Investment Management, Pension & Defined Benefit Services, Financial & Estate Planning, Personal Trust, Personal Insurance, Retirement Planning Services, Institutional Investment Consultation, Business Valuation & Transition Consultation, Tax Strategies.
- HQ
- Lexington, KY
Mcf Questions
Mcf's helpline number is +1-859-392-8600
Mcf's website is mcfadvisors.com
Mcf's LinkedIn profile is https://www.linkedin.com/company/mcf-advisors
Mcf has
102 employees.
View email and phone details for 102
employees at Mcf.
Mcf's industry is
Investment Management
Mcf's top competitors are
Alphastar Capital Management, Llc,
Tiedemann Advisors,
Composition Wealth,
Aspiriant,
Alvarium,
Tolleson Wealth Management,
Constellation Wealth Advisors,
Facet,
Chevy Chase Trust,
Homrich Berg.
Mcf's support email address is clientservices@mcfadvisors.com
Mcf's categories are Investment Management
Mcf's founding year is 2000
