My Financial Counsel careers

Both traditional financial institutions and new robo platforms oversimplify millennial investor need to a one-dimensional quest for investment returns and diversification. At MFC, we’re not in the race of creating one-size-fits-all, automated product solutions, or joining the battle to acquire more share of millennial investment assets.

Our mission is to bring human-centric, holistic financial advice to mass affluent millennials, to guide them through major financial decisions and advise on cost-efficient setups for their multitude of financial solutions - from the 401k at work, IRA with a robo, crowd investing online, to student debt with the government and mortgage at a bank. Add partner’s finances, children, own business, aging parents, and real estate into the mix, things can get complex.

We are currently getting ready to pilot our Advisor Q&A forum and Employee Financial Wellness program, and in beta mode for our proprietary, behavioral-science-based advisor matching algorithm.