We act with the highest standard of care, a fiduciary standard

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Unfortunately, a large percentage of "financial advisors" that work at traditional broker dealers and large custodians sell products and earn commission to generate revenue for their firm. This is disclosed, but in fine print, and it is a conflict of interest. At Mora Financial Wellness, we sell zero products and get zero commissions- we're giving you advice based on what already worked. We've seen the financial crisis of 2008, and now most recently covid-19.

 

We are compensated by the client alone, based on the value we provide. The better you do, the better we will. ​

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     Mora Financial Wellness LLC, "Mora Financial Wellness" "MFW LLC" is an independent firm not affiliated with a broker dealer or bank. CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. MFW LLC offers personal, holistic financial planning/coaching, investment planning, and retirement planning. In addition, investment management and estate planning are important areas of service. Proud to be a Black Lives Matter/LGBT Ally

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    Investing in securities involves risk of loss that clients should be prepared to bear.  No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.  There is no guarantee that our investment processes will be profitable.  Past performance is not a guide to future performance.  The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions.  Diversification does not assure a profit or protect against loss. 

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    The information available on this website is posted for informational purposes only. Links to other Internet sites are included as a convenience.  MFW LLC is not responsible for and assumes no liability for its content since the parties are unrelated. In addition, MFW  LLC. does not review the website and does not make any representation as to the accuracy of the content.

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    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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