Mintz Levin Financial Advisors, LLC

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 nearly $1 billion of client assets. Barron’s has named Mintz Levin Financial Advisors, LLC one of the top 100 independent financial advisors in the United States for two years running.

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 knowledgeable partner like MLFA to help achieve your long-term financial vision. MLFA’s experienced professionals provide custom-tailored financial planning and wealth management services you can put your trust in.

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 Wealth Manager Magazine chose MLFA as one of the nation's Top 100 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 Executive Vice President 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 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. 

Areas of Expertise

Our planning is driven by each client's individual situation and goals.  For a quarterly investment management fee calculated as a percentage of the assets we oversee, we assist our clients with the following services:

• Retirement planning 
• Investment planning
• Estate plan review and recommendations
• Multi-generational planning
• Charitable giving
• Education funding 
• Cash/debt management 
• Tax planning 
• Stock option strategies
• Insurance needs assessment (life, disability, property and casualty, long-term care, etc.)
• Special-needs funding

We believe that an investment portfolio is merely a vehicle to help you reach (or exceed)  your financial goals and as a result, our advisory service goes well beyond the investment plan.  We have expertise in and counsel our clients on practically all matters financial.  These holistic, value-added services are critical to helping us understand your entire financial picture and helping you achieve your goals.