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 $1 billion of client investment assets as of June 30, 2011.

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.

MLFA is consistently recognized as a leading wealth management firm.* Wealth Manager magazine has named MLFA one of its top wealth managers for five consecutive years including 2010 and Financial Advisor magazine has named MLFA in its rankings of independent registered investment advisors in 2006, 2009, and 2010. 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 various publications such as Barron's and Worth magazine. These individuals are supported by a talented team of dedicated, superbly trained, experienced, and respected professionals who meet the highest ethical standards.

At MLFA, we take our fiduciary duty very seriously. We currently have 13 CFP practitioners on staff. CFP practitioners agree to abide by a strict code of professional conduct, putting their client's interests first. The Code of Ethics states that CFP practitioners are to offer clients professional services that are objective and based on the client's needs. CFP practitioners are also required to complete 30 hours of continuing education every two years. In an effort to enhance the ongoing education of our CFP practitioners, MLFA became a continuing education sponsor in 2009 and hosts presentations on a wide variety of financial planning topics, including the mandatory ethics training.

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.

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.

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

In accordance with SEC regulations, we encourage you to download our firm brochure, Form ADV Part 2A, to learn more about our financial planning and investment advisory service.

* To read the "Disclosure Regarding Recognition Given To Mintz Levin Financial Advisors, LLC Advisory Personnel," please click here.